It's good to have you here, @Michael_Fay. No worries, I'll help you track individual donors and contributions based on the selected job from every transaction using QuickBooks Desktop (QBDT).
Yes, it is correct to mark it as Event X as a customer or job of a transaction to track data based on the job by running a report. You can use class tracking in recording donations as a sales receipt transaction. This way, you can attribute your customer's donation to a selected job. You may create a class for each donor and include it every time you record a sales receipt.
To create a class, follow the steps below:
- In the Lists menu, choose Class List.
- Select New in the Class dropdown.
- Put the name of your donor in the Class name.
- After that, click OK.
Once done, you can now include it when recording a sales receipt. Here's how:
- From the Customers, click Enter Sales Receipt.
- Select the Customer/Job and utilize the Class dropdown by choosing the donor's name.
- Enter the necessary information on the sales receipt.
- Hit Save & Close.
You may also track the transactions when running a Profit and Loss report by customizing the report and choosing Class for the Filter.
Moreover, review this link when managing the reports that can help you and your business inside QBDT: Customize reports in QuickBooks Desktop.
If you have any other questions or concerns with recording donations inside QBDT, let me know in the comment below. Have a good one.
