Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowWe are a small church (non-profit) using QuickBooks Online. Each month we have a different "charity" that we collect money for and then we send a check for the monthly total to that charity. This has been accounted for differently over the years. Our Chart of Accounts now includes Income and Expense accounts for a bunch of different charities, some we may give to again but more that we won't. Someone else used Liability accounts, so there are may of them, too.
There has to be a better way than creating new accounts every month. I have looked at both Categories and Items but we do not have products or use Invoices/Sales Receipts/Forms. We track our individual donations in a Church Management System and enter weekly deposits into QuickBooks Online. For some Deposit line items I'd like to attach some sort of identifier that can be used to query/report with. It would be good to be able to have the identifier on both the incoming and outgoing account so we can query/report which charities have been paid (zeroed out) and which we need to write checks for. (Some charities will be designated for multiple months and/or used again.)
Suggestions, please?
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 :(
@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.
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:
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:
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:
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!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.