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lanric02
Level 2

Non profit donations

When we receive donations from donors, I need to enter an invoice and offset with a payment, otherwise if I just receive a payment, it shows up with an unapplied credits balance.  Is there a way to record donations without creating invoices first?

4 Comments 4
JenoP
Moderator

Non profit donations

There's another way of tracking donations in QuickBooks Desktop, lanric02.

 

Aside from the invoicing option, you can use Sales Receipt to record a donation. Let me show you how:

 

  1. Go to the Customers menu and select Enter Sales Receipts
  2. Select the name of the donor and enter all other details.
  3. Click Save and close.

You can also visit the Help Center inside QuickBooks for additional guidance about tracking donations. Here's how:

 

  1. Go to the Help menu and select QuickBooks Desktop Help.
  2. Enter "donation" in the Search bar and click the Magnifying glass icon in the right-hand side.
  3. Click the title of the article to see the complete details.

Add a comment below or post another question if you need additional help when recording transactions.

 

sales receipt.PNG

ofcmgrllc
Level 1

Non profit donations

Thanks for this information.  When I enter a donation, via Non Profits/Enter Donations, only certain budget items get populated into the Account Field.  I need to add additional Budget Line items to ensure each donation gets accounted for properly - how do I add budget accounts here? Thanks, Debbie

MaryGraceS
Moderator

Non profit donations

Hi there, @ofcmgrllc.

 

You can create a new budget account in the Chart of Accounts. This way, you can use it in an item to ensure each donation gets accounted for properly.

 

Let me guide you how: 

  1. In your company file, go the Lists menu located at the top and click Chart of Accounts.
  2. At the bottom of the page, click on the drop-down for Account and select New.
  3. Select an account type, then select the Continue button. 
  4. In the Account Name field, enter the name.
  5. Hit  Save & Close.

Once done, enter the account in the item you use for donation. The item determines what account the amount posts to. 

 

Here's how: 

  1. From the Lists tab, select the Item List.
  2. Click the Item drop-down at the bottom of the page and pick New.
  3. Select Service by going to the Type section and enter the name in the Item Name/Numberfield.
  4. Select the corresponding account by clicking the Account drop-down. 
  5. Click OK.

For additional reference, you can use the following link about how to record a credit card donation: Process a credit card donation.

 

Feel free to leave your comments below if you have any other questions. I'm just a few clicks away.

sceggel08
Level 1

Non profit donations

No need to create an invoice for NP donations. Just enter in the donations screen screen for QB NFP version.

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