How can I write open balance for a donor?

Hi there, Cjcommunitycenter.

To record an open balance for a donor in QuickBooks Online, let's start by adding them as a customer if they are not already listed, and set their opening balance when creating their profile.

Here are the steps to do this:

1. Go to the My apps menu and select Customer Hub, then Customer.
   
2. Click on the New Customer button.
3. Enter the donor’s name as the customer name.
4. In the Additional Info section, enter the balance in the Opening Balance field.
5. You can also enter the As Of date to specify the starting date for the balance.
6. Click Save.
   

If the donor is already in your customer list, you can no longer modify their opening balance. Instead, we can create an invoice to reflect an open balance.

By creating an invoice, QuickBooks will automatically track the donor's balance and ensure the amount appears as their current balance moving forward.

If you have further questions or need more assistance,  you can reply to this thread, and the Community team is always here to support you.