Link existing Donations to Project

RickD7696 · ‎July 30, 2020

I am using QBO Plus and left desktop behind. We are non-profit organization and want to use Projects for our fund raising events. I have received donations (sales receipts) for corporate donations and want to add those to the project so I can run project P/L for each event. Neither the Sales Receipt nor the Invoice have an option for the Project. I created a Customer called "Fundraising Events" to use as the customer for these.

How do I do that without creating a fake invoice for each donation?

MaryLurleenM · ‎July 30, 2020

I can help you in linking your donations, RickD7696.

We'll have to make sure that your project (Fundraising Events) was created in the Projects Center. This way, we'll be able to link the donations you've received. You can follow these simple steps:

Select the Projects from the sidebar menu.
Click New Project.
Enter the name of the project.
Select the customer you’re working for from the drop-down menu.
Add any notes or details about the project if applicable.
Click Save to complete the process.

Then, let's go to your Sales menu and locate those sales receipts. Just click the transaction to open it. Once done, choose the appropriate project from the Customer drop-down menu. When you're ready, select Save and close.

Please take a look at my screenshot:

To get an itemized view of your project accounts and transactions, we can run the Project Profitability report from the Project reports tab.

Feel free to visit our FAQ page to learn more about how projects work in QuickBooks Online.

I also encourage reading this article to be guided in recording the donations you receive via credit card, bank transfer, or as cash: Track Funds Your Donations.

If there's anything else that I can help you with, please don't hesitate to insert a comment below. Stay safe and have a pleasant day ahead.

RickD7696 · ‎July 31, 2020

On the Sales Receipt step, I have the current Donor, say "Bob's Pizza" in the Donor/Customer field. Do I enter ":projectname" so I have "Bob's Pizza:2020 Golf Tournament" as the Donor?

Doing this prompts me to enter a new Donor. How do I retain that the donor was "Bob's Pizza"?

Thanks

RickD7696 · ‎August 03, 2020

Any update, I still don't have a solution.

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Link existing Donations to Project