QBOL as a membership system

Hi there,

Glad to have you join the Community. QuickBooks is a flexible program that helps you streamline your work using the powerful features offered in the program. Rest assured, I'll be happy to share more info so you're on the right track. 

QuickBooks is designed to manage income and expenses for customers and suppliers respectively. While the options to add member profiles, different membership types, and fees aren't available,  you can add the members as customers instead. Another option is using a third-party app that focuses on managing membership profiles to the extent that you've described. I recommend looking into third-party apps on our app store www.apps.com. I also suggest using our Test Drive account that comes preloaded with sample data. This allows you to try different methods of entering customers in QuickBooks and have a feel of QBOL. You can access the test drive account using this link here.

Let me know if you have other questions. I'm here to assist. 

@dfnomad 

QBO won't be enough for your need. You will need a 3rd party membership management app to integrate with QBO.

So do I understand from these two replies that my Club members should not be "customers" in QBOL terms and QBOL will not be set up to send them invoices?   

test reply

reply from Dave

JamesM4 .. thanks for the tip about test drive .. I will have a look.   But first could I get a bit more explanation about your statement that my club members could be added as "customers".  I am assuming that a "customer" is typically a business or entity that has its own invoice, chart of accounts, monthly account statements, comparative income statement etc.  If I were to load each club member as a "customer" I'm sure I would be able to produce an invoice for each individual. But would that setup also allow me to have one COA, one monthly account report, one comparative income statement, etc. for the Club as a whole?    So .. invoices for individuals, but accounting for the whole Club?  Finally are you aware of any Clubs that use QBOL in that manner? David

Hi dfnomad,

QuickBooks Online provides the option to create sub-customers under your top-level customers, or 'parent' customers.  This is helpful when you want to track individual customers who are also part of a group or a large organization.  Although you can have unlimited sub-customers, parent accounts can only have sub-customers up to four levels deep.  Follow this link to learn more.

However, I feel you would benefit more, by speaking with our QuickBooks Sales team at 1-888-829-8589.  They will be happy to work with you on a personal level, and ensure the best fit for your business needs.

Feel free to reach back out, if you have any other questions.  We would be glad to assist!