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Level 1

Grant disbursement to 3rd party on behalf of recipient

Hi there,


I work with a nonprofit and they nonprofit provides grants to individuals to help with certain expenses such as utilities, etc. They are making the payments directly to the utility company on behalf of the individual. What is the best method to track this via QB Online? In a similar topic,  the recipient was getting the disbursement and was to be setup as a vendor and a bill was created.


In our scenario, would the recipient be a vendor or is the utility company (3rd party) to whom the funds are being sent?  How do they track that payments are being made for the recipient via their program? 


Any help is appreciated.



1 Comment 1
QuickBooks Team

Grant disbursement to 3rd party on behalf of recipient

I appreciate your looking for some resources here in the Community, @mapper.


You can choose either the recipient or Utility Company as the vendor. If you opt for the Company Utility, you can add the name of the recipient in the bill's Memo field. This way, you will be able to identify to whom payments are made. 


Here's how:

  1. Select +New.
  2. In the Vendors section, choose Bill.
  3. Enter the name of the vendor.
  4. Fill in the necessary information.
  5. In the Memo field, enter the name of the recipient.
  6. Select Save and close.


You can run the Transaction List by Vendor report to view the transactions of each vendor. This includes the memo, transaction type, and account for each entry. You can also customize and add the A/P Paid column so that you can see if you already paid or not. Let me show you how. 


  1. Go to Reports.
  2. In the Find report by name field, enter 'Transaction List by Vendor.'
  3. Click Customize.
  4. Change the reporting period.
  5. In the Rows/Columns section, click Change columns and select A/P Paid by placing a checkmark.
  6. Select the Filter drop-down arrow, select the Utility Company/vendor in the Vendor drop-down arrow.
  7. Click Run report.


If you need anything else, the Community is the place to go. Have a great day.

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