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Level 4

Could you use projects instead of class for fundraisers?

Nonprofits use Class to designate fundraisers because you can't post payments received from multiple sources to a Job.  I have always looked at classes as permanent (like a department) while we have annual fundraisers.  I have access to a nonprofit's QBO but do not want to turn on projects to test it until I am certain it will do what I need. 

 

Could we use a project to replace class for individual fundraisers?  Thanks

Solved
Best answer 11-20-2018

Accepted Solutions
QuickBooks Team

Re: Could you use projects instead of class for fundraisers?

Good day, @Mrjan.

 

I can share some insights about the project feature in QuickBooks Online.

 

Yes, you can use Projects as a replacement for the Class setup. The Projects feature allows you to organize and manage your transactions, time, and running reports.

 

Here's how to turn it on:

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Choose Advanced.
  4. Go to the Projects section.
  5. Check the Organize all job-related activity in one place box.
  6. Click Save and Done.

For in-depth information about the project feature, you can refer to these articles:

That should do it, @Mrjan. Keep me posted if there's anything else you need. The Community is always here to help you out! Have a good one.

View solution in original post

3 Comments
QuickBooks Team

Re: Could you use projects instead of class for fundraisers?

Good day, @Mrjan.

 

I can share some insights about the project feature in QuickBooks Online.

 

Yes, you can use Projects as a replacement for the Class setup. The Projects feature allows you to organize and manage your transactions, time, and running reports.

 

Here's how to turn it on:

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Choose Advanced.
  4. Go to the Projects section.
  5. Check the Organize all job-related activity in one place box.
  6. Click Save and Done.

For in-depth information about the project feature, you can refer to these articles:

That should do it, @Mrjan. Keep me posted if there's anything else you need. The Community is always here to help you out! Have a good one.

View solution in original post

Level 1

Re: Could you use projects instead of class for fundraisers?

I'm wondering how you resolve the issue of making a deposit to a Project while accurately reporting from whom it was received. When I edit the deposit's "Add funds to this deposit" line items, whatever I specify for "RECEIVED FROM" overwrites whatever I put into the "CUSTOMER" (i.e. project) field. So I have money coming from Person X for our fundraiser, but I have to stick "Person X" into the memo field and set received from to be the fundraiser.

 

Thanks!

-- Ethan

 

Anonymous
Not applicable

Re: Could you use projects instead of class for fundraisers?

Hi there, Ethan.


Currently, recording a deposit to a project at the same time reporting where it was coming from is unavailable. You’ll need to enter the project name under RECEIVE FROM to track the funds under the project. Though, this will auto-populate the CUSTOMER/PROJECT field. Entering the customer’s name on the memo filed is your workaround. You can also enter this information under DESCRIPTION. 


I’ll also make sure to take note of this feature and share this with our engineers for future updates. 


Drop by again if you have other questions. 

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