Married Donor Info

Steward1 · ‎February 03, 2020

How do I add spouse information to a customer? I am using 2019 Non-profit desktop for a church. Most of our donors are married and give as a couple and not as individual.

Michael K · ‎February 03, 2020

Hi there, @Steward1. Thanks for reaching out to the Community.

Happy to provide some insight on entering Donors in QuickBooks Desktop for Non-Profits. You can create a sub-donor to list the both spouses and setup the parent as the family name. It's super easy to do and only takes a few clicks. Check it out:

First, create the initial parent donor with the family name, then follow the steps below to create the sub-donors for each individual.

Go to Sales, then Customers.
Click New Customer.
Enter your customer’s info.
Tick the checkbox for Is sub-customer.
In the Parent▼drop-down, find the parent donor, then select Bill with parent or Bill this customer.
Select Save.

That's it! You can check out manage your customer list for more information.

Please reach out if there's anything else I can do to help, I'm determined to be your number one resource for QuickBooks Desktop. Wishing you and your business continued success in all that you do!

View solution in original post

Michael K · ‎February 03, 2020

Hi there, @Steward1. Thanks for reaching out to the Community.

Happy to provide some insight on entering Donors in QuickBooks Desktop for Non-Profits. You can create a sub-donor to list the both spouses and setup the parent as the family name. It's super easy to do and only takes a few clicks. Check it out:

First, create the initial parent donor with the family name, then follow the steps below to create the sub-donors for each individual.

Go to Sales, then Customers.
Click New Customer.
Enter your customer’s info.
Tick the checkbox for Is sub-customer.
In the Parent▼drop-down, find the parent donor, then select Bill with parent or Bill this customer.
Select Save.

That's it! You can check out manage your customer list for more information.

Please reach out if there's anything else I can do to help, I'm determined to be your number one resource for QuickBooks Desktop. Wishing you and your business continued success in all that you do!

BigRedConsulting · ‎February 03, 2020

It may be easier to keep spouses as one donor, like you might keep them together as one customer.

What information do you need to track that is different per-person for married couples?

thowell2 · ‎October 27, 2020

Unfortunately this solution still only uses one person's name when sending invoices, etc. The reason I would want to add a spouse, and maybe this is the original poster's need as well, is so things can be added as Spouse & Spouse instead of just one individual. I can change the Display name to show both individuals but then when anything gets sent to them, it still only shows First Name Last Name, not First & First Last.

Rasa-LilaM · ‎October 27, 2020

Thanks for joining this thread, thowell2.

I appreciate you for looking into the solution shared by my colleague. Let’s configure the customer’s profile so the spouses’ names will show on the invoice (sent).

If you’re using QBDT, use the Company Name field to enter the couple’s information. Here’s how:

Press the Customers menu at the top to select the Customer Center.
Tap the Customers & Jobs tab to see your client’s name and right-click your mouse beside and pick Edit Customer:Job.
Then, go to the Company Name field to enter the spouses' information.
Click OK to keep the changes.

For QBO:

On the left panel, tap the Sales menu and pick Customers.
From the list, click on the customer’s click to view more information.
Then, hit the Edit button to open the Customer information screen.
Type the spouse’s name in the Company and Display as name as fields.
Click Save to keep the changes.

Check out this article for more details: Edit customer information.

For additional resources on how to manage customers' profile in QBDT, I invite you to check out the Help feature inside your company file. Let me show you how to get there.

Press the Help menu at the top bar to select QuickBooks Desktop Help.
In the Have a Question screen, enter any keyword like edit customer information.
This will display links to our self-help articles.
Click on it to view the complete details.

If there’s anything else I can help you with, visit the Community again. I’ll be happy to assist further. Have a great day ahead.

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Married Donor Info