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Enhanced vs Full Service Payroll

I'm not an accountant.  Using QB for 1 year. We are using QB in a small parochial school.  We have tuition and fees set up as accounts.

How can I pull out only  tuition for our parents' tax statements?

Each student is listed as job, parents are customers.  Each job (student) is charged tuition and       applicable fees.  When payments come in, can I enter them as payments under the customer (parent)? Or do i I have to split each into job?  I started applying to the job, but it got unwieldy with multiple children in the same family, then to the customer and now things are royally messed up!

2 Comments
Moderator

Re: Enhanced vs Full Service Payroll

Thanks for checking in with us, GK_secretary.

Helping you out with entering payments is my priority. Let's get this sorted out.

 

To answer your question, yes, you can enter the payments under the parent customer even if the charged is under the student/job.

 

You may find these articles helpful:

 

If you require more insights about this, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours.

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Keep me posted if you need more help with entering payments in QuickBooks Desktop. I'll be here to help you out.

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Re: Enhanced vs Full Service Payroll

@RoseMarjorieA

 

Please Learn from this input.

 

@GK_secretary

 

Run your Reports. Look at the reports menu. Example:

 

Sales by Customer Summary, Columns by Item Type or Item Detail. Sales by Customer Detail, filter on the one Item you want, such as Tuition. For this report, Retitle it for "Tuition Sales by Customer" and Memorize it as your own. Now Print it and use the option for Page Break per Major Grouping = one page is each Customer Name.

 

You don't enter Payments. You apply payments to the Invoices where you listed the unpaid charges and were managing their Due Dates. Or, you will use Sales Receipts.

 

Yes, you can always Receive to the Parent's name, and see the new Job Column with all the open invoices for their children. That doesn't change Sales Reporting. This is managing Banking data.

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