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Anonymous
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dues and membership fees

I volunteer in the office of a small union local where we just started using Quickbooks for Mac 2016 (desktop).   We had been using a very older version of QB for Windows to record dues payments, expenses, etc., and our transition to a new QB has gone well thanks to some great help from Betterbooksonline.com

 

At the same time as we did this, we also started collecting small wage assessments from members (in QB, customers) which are sometimes paid by their employers (deducted from paychecks) and sometimes paid directly by the member.  These payments should be coming in every time a member works or at least quarterly.  

 

In checking with other union locals in the area, all record the details of these kinds of work fees per member outside of QB.  I would like to do all of this within QB. 

 

Payments from employers cover multiple members (QB customers).  

 

One thing we would like to be able to do within QB is to know which members are paying these wage assessments, and how much each member has paid.  (Theoretically such a report would show those who have not paid as $0). 

 

Any suggestions?  (A friend has the idea that we record these payments in the way that non-profits deal with donations, but I have not seen how this would work for us.  In any case, we have regular QB, not the non-profit version.)

Solved
Best answer 04-17-2018

Accepted Solutions
Content Leader

Re: dues and membership fees

Hi there ryszardSF,

 

Welcome to the Community. I'm happy to help with finding the correct report for viewing received member payments.

 

A few reports come to mind that would allow you to determine which members have paid their dues and membership fees. These include the Collections Report, Customer [Member] Balance Summary, or the Transaction List by Customer [Member] Report.

 

To access these reports, you'd:

 

1. Click the Reports tab in the top navigation bar.

2. Hover over Customers & Receivables .

3. Choose your desired report.

4. Enter necessary data and customize if needed.

 

That will do the trick. I'm only a post away if I can help with anything else.

 

View solution in original post

1 Comment
Content Leader

Re: dues and membership fees

Hi there ryszardSF,

 

Welcome to the Community. I'm happy to help with finding the correct report for viewing received member payments.

 

A few reports come to mind that would allow you to determine which members have paid their dues and membership fees. These include the Collections Report, Customer [Member] Balance Summary, or the Transaction List by Customer [Member] Report.

 

To access these reports, you'd:

 

1. Click the Reports tab in the top navigation bar.

2. Hover over Customers & Receivables .

3. Choose your desired report.

4. Enter necessary data and customize if needed.

 

That will do the trick. I'm only a post away if I can help with anything else.

 

View solution in original post

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