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!
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.