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Despite not knowing ANYTHING about accounting or QuickBooks, I was nominated to be the financial secretary in my church. Here are my duties:
I am also the "IT geek", and the church was finally able to budget for a Windows 10 PC and update to the newest QuickBooks or QuickBooks Online. I can't find a similar program to replace "Faithful Steward" that isn't a complete "church management" software package that's expensive and does far more than we need. I have NEVER used QuickBooks but am wondering if I can do what I need to do there instead of trying to replace Faithful Steward. I couldn't really tell from clicking around the site if it will work for me or not.
What do you experts think? Can I do job in QB or QB Online or do I really need to find a donation-only software to print deposit-slips and reports?
Congratulations on being appointed as the new church financial secretary, @QuiveringSporks.
QuickBooks is a great accounting partner when it comes to fulfilling your duties 1n the church. This allows you to enter the transactions received and pull up reports to be visible to your members.
Let's start with tracking the donation received. This can be recorded as a sales receipt in QuickBooks Online since it's cash. To do this, please see the short video tutorial on this link: How to Record a Sales Receipt.
You can print the sales receipt created and keep track of its number and amount. When it comes to printing a report for your treasurer, the Transaction Detail by Account report got you covered on this. To learn more about running and customizing reports in QuickBooks Online, check out this link: Run reports
On the other hand, making a bank deposit can be done in just a few clicks. Here's a reference in processing this: Record and make Bank Deposits in QuickBooks Online.
Moreover, QuickBooks offers a variety of reports that contains details depending on your needs. To know what are these reports, please refer to this link: Reports included in your QuickBooks Online subscription.
To add up, I'm including here some resources that provides information about how Nonprofit Organizations use QuickBooks Online, what version fits your needs, and how to use navigate it. I recommend checking them out.
If you have any other questions, or concerns let me know by leaving a reply below. I'll be around to lend a helping hand. Happy Sunday!
Thanks! Very helpful! The spot I'm stuck in now is customizing a report to include just "Undeposited Funds" to attach to the deposit slip when I deposit the cash/checks. Undeposited funds doesn't show in an of the drop downs. Any ideas?
You’re very welcome, @QuiveringSporks.
To show the Undeposited Funds, you can run Deposit Detail report in QuickBooks Online. I can show you how:
You can click the print icon beside the small envelope to print the report.
To look at your reports more personalize, you can refer to this article: Customize reports in QuickBooks Online.
Also, you can visit this link to get additional information on how to manage your QBO account: Help articles. You can select each topic to view them.
This will bring you on the right track @QuiveringSporks. Whatever concern you’re having about QuickBooks, Community Team will always here to help.
It does seem that it should be in the "account" dropdown, but it is not there. On a Sales Receipt in the "Deposit To:" box, I am able to pick "Undeposited Funds" and save the receipt. However, that's the only place I see that account.
It's possible that the account includes a number, QuiveringSporks.
Let's check your account in the Chart of Accounts and then run the Deposit Detail report again.
Here are the steps:
For a visual guide, here's a sample screenshot:
Once done, we can run the Deposit Detail again and customize the report by following the steps provided by MadelynC. I'm also adding a sample screenshot of what it looks like below.
Please let me know how it goes and I'll get back to you as soon as I can. Thanks.
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