Nonprofit entries QB Online

cmpd2024 · ‎June 10, 2024

Our chorus nonprofit has acquired QB online. We have migrated all the data from QB desktop and everything looks good.

My question is: to account for our members' monthly dues and other expenses we incur, should I enter them as "customers" so I can give them an invoice to pay?

Our past treasurer put everything in spreadsheets and just used QB desktop to enter deposits. It seems we should be using QB to keep track of all of this (and this way I can also keep track of what members owe.)

Thanks for any advice!!!

Candice C · ‎June 10, 2024

Good evening, @cmpd2024.

Welcome to the Community! I'd be more than happy to point you in the right direction.

I recommend reaching out to your accountant to be sure about entering these members as customers and if they would track properly for your business.

In the end, if they suggest using them as customers, check out this guide on how to enter their information and more: Add and manager customers in QBO.

Feel free to come back and let us know how the conversation goes. Have a wonderful day!

4Gal · ‎June 10, 2024

@cmpd2024

You can still purchase QB Desktop 2024 Pro Plus or Premier Plus if required.

cmpd2024 · ‎June 12, 2024

Thanks. I'll take a look at the article. We are a small nonprofit so we're not able to afford Desktop Pro or Premier.

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Nonprofit entries QB Online