How do I use classes to track donations that aren't for a specific program?

TPUtreasurer · ‎April 19, 2019

I'm trying to set up classes to track functional expenses (program, management/general, fundraising). Currently I have donations received from a specific fundraising event in a sub-class under Fundraising, and donations received for a particular program in a sub-class under Program. How do I class donations that aren't specified for a particular program?

Ex:
1. Program
1.1 Support Groups
1.2 Conferences
2. Management/General
3. Fundraising
3.1 Ice Cream Social
3.2 Trivia Night

Charies_M · ‎April 19, 2019

Hello there, TPUtreasurer.

I'd be happy to share some information about tracking donations using classes in QuickBooks Online (QBO).

You can either leave donations as unclassified or create another class to track them. Unclassified donations will reflect as unspecified on your reports. If you choose to create another class for it, you can follow the steps below:

Go to Sales.
Click the Donors tab.
Choose a donor, click Edit.
Fill in the necessary information. Check the box for Is sub-donor.
Click Save.

To know more about this, here's an article for you: How to record donations or charitable contributions.

Let me know if you have any other questions about this. I'll be keeping an eye out for your response and look forward to getting to the bottom of this

View solution in original post

Charies_M · ‎April 19, 2019

Hello there, TPUtreasurer.

I'd be happy to share some information about tracking donations using classes in QuickBooks Online (QBO).

You can either leave donations as unclassified or create another class to track them. Unclassified donations will reflect as unspecified on your reports. If you choose to create another class for it, you can follow the steps below:

Go to Sales.
Click the Donors tab.
Choose a donor, click Edit.
Fill in the necessary information. Check the box for Is sub-donor.
Click Save.

To know more about this, here's an article for you: How to record donations or charitable contributions.

Let me know if you have any other questions about this. I'll be keeping an eye out for your response and look forward to getting to the bottom of this

View solution in original post

bmillerTFK · ‎January 22, 2020

I have the same question. The link to more information that you posted is for for-profits making donations to non-profits. Not for non-profits booking their donations.

Adrian_A · ‎January 22, 2020

You're correct. The article is for profits booking a donation, bmillerTFK.

There are three ways on how to record the donation you've received for non-profit. You can either create an invoice, sales receipt, or bank deposit.

You can follow these steps to record it as a Sales Receipt:

Click the Create button.
Under Customers, choose Sales Receipt.
Select a customer.
Enter the donation details.
Click Save.

If you want to modify the donation template, you can check this article to guide you: How to record donations received.

Please know that you always have my back if anything arises.

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How do I use classes to track donations that aren't for a specific program?