Hi, I oversee grant management for a UK-based charity (turnover approx £5m, with 40 active grants).
I would love to know if anyone has any advice on how to produce donor reporting via QuickBooks?
Each of our individual grants are set up as Classes in our system. We are able to run reports for each grant (Class) very easily, but these detail costs against the headings in our chart of accounts, and not against the individual budget lines that donors might need us to report against, which can vary from grant to grant. Donor budget lines for a given activity might involve costs allocated to several different categories in our chart of accounts and vice versa. E.g. we might need to report on a workshop that involves venue costs, travel costs, material costs etc.
At the moment, we have to do the donor reporting manually in Excel using the data produced by Class and transactions listed by chart of accounts which we then organise into the relevant donor headings. Is there a way to add the donor headings as a separate field within each individual Class, maybe using tags?
We don't currently use the Projects feature and I wonder if that's an option? Or would it be better if we had each individual donor set up as a Customer?
Any advice on this would be very welcome.
