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Level 3



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?

QuickBooks Team


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.   




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!

Level 1


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



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.

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