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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?
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:
You can also visit the Help Center inside QuickBooks for additional guidance about tracking donations. Here's how:
Add a comment below or post another question if you need additional help when recording transactions.
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
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:
Once done, enter the account in the item you use for donation. The item determines what account the amount posts to.
Here's how:
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.
No need to create an invoice for NP donations. Just enter in the donations screen screen for QB NFP version.
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