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grandmasgardendu
Level 1

QB nonprofit user. I entered donations from specific donors, then deposited the checks together. How do I match the deposit downloaded from the bank to these donors?

And is it best to post donations as sales receipts?  This was the QB pop-up suggestion.
5 Comments 5
JamesDuanT
Moderator

QB nonprofit user. I entered donations from specific donors, then deposited the checks together. How do I match the deposit downloaded from the bank to these donors?

I want to know about your concern so I can give you a hand, grandmasgardendu.

 

May I know how did you enter the donations? How did you enter the deposits? Aside from what you did earlier, what other things you did so far?

 

Any information you can provide would be much appreciated so I can help you further. Thank you in advance!

Charlie25
Level 1

QB nonprofit user. I entered donations from specific donors, then deposited the checks together. How do I match the deposit downloaded from the bank to these donors?

I also have a question along the same lines as above.

 

I am entering checks to deposit in the Sales - Donors - Sales receipt account.

How do I apply each Donor Sales receipt to the batch deposit that is prepared?

 

Thank you

PreciousB
Moderator

QB nonprofit user. I entered donations from specific donors, then deposited the checks together. How do I match the deposit downloaded from the bank to these donors?

Thank you for chiming in on the conversation, Charlie25.

 

Let me help you enter the sales transactions in QuickBooks Online (QBO).

 

If you manually entered a donation using sales receipt and then entered a deposit in QBO, it'll create a duplicate transaction. You can enter it using a sales receipt and the Undeposited Fund account. Then, go to the Bank Deposit screen and batch deposit the sales receipt.

 

Here's how:

 

To enter a Sales Receipt:

  1. Click the Plus sign icon, then select Sales Receipt.
  2. Enter the needed information.
  3. Select Undeposited Funds under the Deposit to box.
  4. Click Save or Save and close.

To record a bank deposit:

  1. Click the Plus sign icon, then choose Bank Deposit.
  2. Check the sales receipts you want to deposit.
  3. Select the correct bank account at the top.
  4. Click Save and new or Save and close.

Check out these articles for more details:

That should do it. If there's anything else I can do for you, please don't hesitate to leave a comment below. I'll get back here as soon as I can to help you again.

 

 

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karennewtothis
Level 1

QB nonprofit user. I entered donations from specific donors, then deposited the checks together. How do I match the deposit downloaded from the bank to these donors?

I know these post are aged....hopefully, you'll see.  How do I make sure that sales receipts also post the the correct chart of account number.  ie 1010 is my bank acct  and 4020 are my tithe.ly contributions.  

It seems if I match bank transactions I get donor info but not account number info for reports and if I categorize my deposit, my sales receipts don't get matched but I get report info.   much thanks...it's driving me crazy.  hehe

Tori B
QuickBooks Team

QB nonprofit user. I entered donations from specific donors, then deposited the checks together. How do I match the deposit downloaded from the bank to these donors?

Hey there, @karennewtothis

 

Thanks for following the thread. I hope you're enjoying the day so far. I'm happy to lend a helping hand with your sales receipts. 

 

When recording a sales receipt in QuickBooks Online, you have the ability to choose what account to record the deposit to. The steps to do this are easy as 1, 2, 3. I've included some screenshots to walk you through the process below. 

 

  1. Hit the + New button at the top. 
  2. In the Deposit to dropdown, choose the account you need to send the deposit to. 

That's all there is to it. Check out Create and send sales receipts in QuickBooks Online for more details. 

 

Please let me know if you have any questions or concerns about this process. I'll be here every step of the way. As always, you can reach out to the Community or me at any time. Take care and have a wonderful weekend! 

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