Identify groups with in an Account

My first suggestion would be to upgrade to the Plus version if you ate not using it yet. Then you can track incoming and outgoing by Class and set up a class for each charity. 

Unless your funds are designated restricted, then you would use liability accounts.

Thank you john-pero. 

Unfortunately we already went up to Essentials for just one feature and we can not now triple our expected monthly cost (from Simple) for just one more feature.

QB Online is so sub-standard to Desktop, disappointing :(

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@john-pero wrote:

My first suggestion would be to upgrade to the Plus version if you ate not using it yet. Then you can track incoming and outgoing by Class and set up a class for each charity. 

 

Unless your funds are designated restricted, then you would use liability accounts.

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Hello there, @L-A.

Allow me to share how you can maximize the features of QuickBooks Essentials with the type of industry and transactions you're tracking.

With QuickBooks Online Essentials, you have the ability to set your Industry specific to Non-Profit Organizations. By doings so, you'll get a list of accounts in the Chart of Accounts tailored to the type of transactions for a Non-Profit Organization.

Here's how:

1. Go to Gear Icon.
2. Choose Accounts and Settings.
3. Select Company.
4. Under Company Type, click the Pencil Icon.
5. In the Tax Form drop-down, select Non-Profit Organization.
6. Type in "Church" in the Industry Type.
7. Choose Religious, etc from the list.
8. Hit Save.
9. Click Done.

On the other hand, instead of tracking the income and expense of the different charity event or programs you joined or organize by Class, what you can do is to add the charity event or program as Customer. By treating them as a customer in QuickBooks Online, you will be able to associate each income and expense transaction to them. Also, if there are unpaid or outstanding balance for each charity you would also take note of it.

Here's how to add a customer:

1. Go to Sales.
2. Choose Customer.
3. Click New Customer.
4. Enter the Charity information.
   1. Enter the name of the point person for the said Charity even or program.
   2. Under Display name as, type in the exact name of the Charity.
   3. Complete the information.
   4. Click Save.

That should do it! You can generate Customer Balance Detail report to check what each customer owes you.

If you need assistance with the steps above, I’d recommend reaching out to our Customer Care Team. A specialist will be able to access your account in a secured environment and further assist you via remote access.

Here's how to contact us:

1. Visit: 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 on how things work on your end. I’m always here to help you manage income and expense transactions in QuickBooks by charity. Have a great ahead!