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Level 1

Hey all. I want to add a custom cash gift received. How do i do that? Thanks so much!!

 
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Level 7

Hey all. I want to add a custom cash gift received. How do i do that? Thanks so much!!

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.