cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 3

Projects

Hi

We are a small non-profit preschool doing a large fundraiser for our expansion.

I would like to track the income received from our donors (Sales Receipts) against the expenditure.  I can't figure out how to attach the sales receipts to the project (I have projects turned on). 

I then tried using classes to track the income/expenditure, but if we code any expenditure against leasehold, it doesn't show in the reports.

Any ideas?

3 Comments
Highlighted
QuickBooks Team

Projects

Hi there, @ldartnall

 

Thank you for reaching out to the Community. 

 

Let me guide on how to track the income received from your donor. Let me show you how: 

 

  1. Click the + New icon, select Sales Receipt
  2. Under Customer drop-down arrow and choose the (fundraiser) as project. 
  3. Click Save. 
  4. Hit the + New icon, and choose Expense. 
  5. Under Payee drop-down arrow and choose the vendor name. 
  6. Press Save and close.

sa..PNG  sa1..PNG  

sa2..PNG  sa3.PNG  

 

Once finished adding all the sales receipt details, you can run a report to double-check it.   

 

sa4..PNG

 

You can customize the look of the sales receipt form and the email message the customer should receive it. 

 

For additional information on this, I recommend the following article: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Please tag me if you need further assistance about Sales Receipt. I'm always here to help you. Have a great day!

Highlighted
Level 1

Projects

Hi there,  similar scenario to the original poster. what if you have lots of different donors? are you able to add sales receipts from multiple donors to a project or only one? and what if the same donor has donated to a different project? it would be really useful if sales receipts had the equivilent column for projects as expenses. many thanks

Highlighted
Moderator

Projects

Welcome to the Community, @Lainey112.

 

Let me provide some clarification about entering sales transactions in QuickBooks Online.

 

Currently, you can only add one customer when creating a project. In the meantime, the only available option is to separate them by creating a new one for each donor.

 

We always update the features in QuickBooks Online, and this preference might be added in the future. As we assess this, I suggest you visit our QuickBooks Blog to stay updated with all the changes that are being made.

 

For additional reference, please check out the article about tracking fund donations: Track funds you receive from donors in QuickBooks Online.

 

Please let me know if there is anything else I can do to help by clicking the Reply button below. Have a great day ahead.

Need to get in touch?

Contact us