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I'm using QB to manage a not for profit charitable organization. I use "customers" for Donors. I want to able to classify the donors in categories, as an example, Donor 1 usually contributes for Food, Donor 2 usually contributes for children with special needs, etc, certain donors have multiple categories they like to donate for. How do I classify the donors with one or several classifications so I can run reports in QB or in Excel and filter by category/classification ?
Thanks for reaching out to us, JL185.
Currently, QuickBooks doesn’t have an option in place to classify Donors into one or several classifications. However, we can use the class tracking feature to help you track classes to report account balances for each department.
To enable class tracking in QuickBooks Desktop, here's how:
I've added an article to learn more about using class tracking in QuickBooks: How to Use Class Tracking in QuickBooks.
I'll be right here if you need help with something else or questions about classifying donors in QuickBooks. I'd be happy to help.
One way is to use the Customer Type field, but I'm not sure how useful that is in transaction reporting. You can filter the customer list reports by the field. Does that help?
The Reason for the donation is managed by making and using different Service items. On my donation form, you would list what I paid you for. They all link to Donation income, but now you can run Sales by Item and Sales by Customer with Item info.
For Edit Customer, you don't typically track What they pay for. You are tracking their Name Info. Yes, you can use Customer Type, Job Type, and even Subtypes, but that isn't as useful as Items. Items are the Financial event. Customer Type, for instance, is Donor, Corporate Sponsor, Grantor, or Member, for example. Or, Gold Level vs Silver Level vs Lifetime Sponsor.
Yes, you can then filter many reports on Customer type, such as Item Profit, filter on one Customer Type = all Corporate Sponsors.
And you would also be using Class Tracking, to manage Programs and Purposes. For instance, Class = Foodbank; donation service item = Money, or Donation In Kind, even.
I recommend the book Running QB for NonProfits, by Kathy Ivens. This is all explained in that book.
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