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roz-custard-comc
Level 1

We are a Non Profit and recently started using QBO. We are not connected to our bank account at this time. How do we enter individual donations by fund?

 
2 Comments 2
Kurt_M
QuickBooks Team

We are a Non Profit and recently started using QBO. We are not connected to our bank account at this time. How do we enter individual donations by fund?

Thanks for dropping by here in the Community, @roz-custard-comc. I'll help you proceed to record your donations in QuickBooks Online (QBO).

 

You can still record your donations even if you haven't connected your bank to your QuickBooks Online account. To record goods or service gifts, you can go through these steps:

 

  1. Create an invoice for the products or services you donated.
  2. Create an account for charitable contributions.
  3. Create a product/Service item called Charitable Contributions.
  4. Issue a credit memo to the customer.
  5. Verify the credit memo was applied to the invoice.

 

For more information, you can refer to this article: How to record donations or charitable contributions.

 

Feel free to visit these articles for future reference:

 

 

Should you need further assistance with setting up donations, you can always click the Reply button below. Keep safe and enjoy your weekend!

Fiat Lux - ASIA
Level 15

We are a Non Profit and recently started using QBO. We are not connected to our bank account at this time. How do we enter individual donations by fund?

@roz-custard-comc 

You can prepare donations data as sales receipts with the following template

RefNumberCustomerTxnDateShipDateShipMethodNameTrackingNumLocationClassBankAccountPaymentMethodPaymentRefNumberBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgCurrencyExchangeRateBillEmailToBePrintedToBeEmailedShipAmtShipItemTipAmtDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!  [email address removed]NY    0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!  [email address removed]NY    0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020     CheckingCheck459119 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!  [email address removed]NY         Gift Certificate$50 Gift Certificate150  NON
103Lisa Smith01/10/2020     CheckingCheck459119 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!  [email address removed]NY         Magazine SubscriptionAnnual Magazine Subscription212  NON

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

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