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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.
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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!

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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

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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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