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jayfunk911
Level 1
 
3 Comments
AndréB
Level 7

Hey jayfunk911,

 

QuickBooks Online is built from the ground up to make your bookkeeping simple. Much of the focus is on streamlining standard transaction types, but you can easily take full control over how something is recorded. All be happy to assist you.

 

The easiest way to record a transaction like this would be as a Bank Deposit. You can find this option in the + New menu, and it'll allow you to select a specific account (rather than a product or service) to quickly record cash coming in. This gives you full control over how this gift appears on reports. If this is for a charitable contribution, check out this awesome article for a detailed guide: How to record donations or charitable contributions 

 

If you're not sure which type of account to select, your accountant is the best person to ask. They have the expertise to save the day and make sure everything is compliant with your local tax laws. You can easily invite your accountant as a user to approach this together. To search for a pro in your area, simply head to the My Accountant tab in QuickBooks Online then click on Find a pro to help

 

Feel free to get in touch if you have any additional questions.

tom expert
Level 1

red cross donation

Rebecca R
QuickBooks Team

Hi there Tom! 

 

It's important that you have the know-how to record a variety of different transactions in your books. QuickBooks makes it easy to do this, and luckily the Community has a ton of awesome resources that you can refer to for step-by-step instructions. Let me point you in the right direction so you can record that donation to the Red Cross in your books.

 

You'll notice in the reply above by @AndréB that this an article was linked regarding recording charitable contributions: How to record donations or charitable contributions. This article will show you how to record your donation based on the type of that was made, such as cash, products, or services. 

 

If you have any difficulty following the steps outlined in the article, let me know and I'd be glad to assist. If you'd prefer some real-time assistance with the aid of our support team, you can contact us via any of the methods below from Monday to Friday between 9 am. and 8 p.m. EST


Phone: call us at 1-855-253-1536.

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat

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Have a great week!

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