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Join nowI am helping a non profit set up their quickbooks online. they want to set up Donors (customers). would it be just like the desktop version, adding customers. they have ones that give reoccurring donations. Is there an option for memorized transactions in the online version like desktop
any other advice is appreciated
Hi ohbeebee,
We can create a recurring pledge. With QuickBooks Online Essentials and Plus, you have the option to set a schedule on when you can send the transaction to your donors.
Before doing so, ensure to secure a written authorization from your donors before setting up their recurring transactions. Once done, you're good to create recurring pledge:
Also, if they want to pay their pledges online, they can check this guide: Take and process payments in QuickBooks Online.
That should do it, ohbeebee. Let me know if you need help in processing payments. I've got your back!
thank you!!!!!!!!
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