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Newoak
Level 1

Our Church is starting a preschool in our church builiding. How do I best set this up?

Is it best to start a separate account or just expand my current account for the church?

1 Comment 1
GraceC
QuickBooks Team

Our Church is starting a preschool in our church builiding. How do I best set this up?

Hello there, @Newoak.

 

It depends on your accounting records. In the meantime, you'll can both have it on the current account or record it separately.

 

On the other hand, you can set a parent customer and jobs as a student.

 

To create a customer in QBDT:

  1. Tap on Customer Center, from the Customer menu.
  2. Click on the New Customer & Job button beside New Transactions.
  3. Pick on New Customer.
  4. Fill in the information under the New Customer window, then tap OK to save it.

To add a job into it:

  1. Right-click on the customer's name under the Customers & Jobs.
  2. Select Add job, then input the job (sub-customer) details.
  3. Hit OK.

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Don't hesitate to click the Reply button below if you need further assistance with QuickBooks. I always have your back and am always happy to help.

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