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sosreports
Level 1

How do I create a Donor Type?

I fill in a Donor type for a Donor but it doesn't get saved when I save the updated donor. I don't see any list that I can edit.
3 Comments 3
Kendra H
QuickBooks Team

How do I create a Donor Type?

Hi there, @sosreports

 

Thank you for reaching out to the Community. 

 

First, let's go ahead and ensure that you've created a customer type before assigning the customer types to individual customers. 

 

Here's how to create a customer type: 

  1. Choose the Sales tab in the left-hand menu. 
  2. Select Customers, then click on Customer Types
  3. Go to New Customer Type
  4. Type in a name for the customer type, and Save

Next, once you've completed the steps above, you can now assign customer types for individual customers. 

 

Here's how: 

  1. Hover over the Sales tab and click on Customers
  2. Locate the customer, then choose Edit
  3. Go to the Additional Info tab and pick the customer type from the drop-down. 
  4. When you're ready, select Save

For more additional information with adding customer types to multiple customers, you can refer back to this article: Set up and assign customer types in QuickBooks Online.

 

Let me know if the steps above do the trick. If you have any more questions or concerns, please don't hesitate to comment below. 

jeannie2466
Level 1

How do I create a Donor Type?

I have not donor(customer) type button to push when going to the sales-donors page.   How do I add that button to the page and how do i enter new items in the donor type 

SheandL
QuickBooks Team

How do I create a Donor Type?

Welcome to Community, @jeannie2466.

 

I'm here to help you locate the missing donor type button on your QuickBooks Online (QBO). The donor type button is available on all QuickBooks Online versions. If it is unavailable on your end, we can perform some basic troubleshooting steps to find the missing customer or donor type button.

 

Log in to your QuickBooks Account (QBO) using an incognito or private browser to view the missing donor type button. To make this happen, here's how:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Safari: Command Option P

 

You can also try clearing your browser's cache to help you access your website perfectly. You can also use a supported browser to reveal the missing donor type button. 

 

Tracking funds can help you keep tabs on the money you receive. You can record and track funds depending on how you receive the donation. 

 

Feel free to reach out again if you have other concerns regarding donor type button. The Community is always open to help you.

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