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TPUtreasurer
Level 2

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

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

Solved
Best answer April 19, 2019

Best Answers
Charies_M
Moderator

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

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:

  1. Go to Sales.
  2. Click the Donors tab.
  3. Choose a donor, click Edit.
  4. Fill in the necessary information. Check the box for Is sub-donor.
  5. 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

5 Comments 5
Charies_M
Moderator

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

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:

  1. Go to Sales.
  2. Click the Donors tab.
  3. Choose a donor, click Edit.
  4. Fill in the necessary information. Check the box for Is sub-donor.
  5. 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

bmillerTFK
Level 1

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

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
Moderator

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

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:

 

  1. Click the Create button.
  2. Under Customers, choose Sales Receipt.
  3. Select a customer.
  4. Enter the donation details.
  5. 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.

TomG92
Level 2

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

Hi @Adrian_A I'm afraid that you haven't answered the original question, which I share, and is about the CLASS for donations. The article that you linked How to record donations or charitable contributions. was off-target as mentioned above. This means that the original question has still not been addressed. Can you shed some light on the Class for donations--or is it unnecessary to add a Class to donations? I'm trying to read between the lines of your initial response, and maybe that is what you are implying. Will you please state plainly if donations should or should not be put into a Class?

GenmarieM
QuickBooks Team

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

Hello there, @TomG92.

 

I understand that putting your received donations to a class is essential to your business.

 

Using classes for your transactions to a specific program or department gives you a clear picture of each segment’s financial health. So, it's up to you if you want to class your received donations. Also, you can leave your donations as unclassified or create another class to track them since unclassified donations will reflect as unspecified on your reports.

 

Moreover, I'm adding this article as your reference in running reports in QBO: Run reports in QuickBooks Online.

 

Return to this post if you have other concerns about tracking classes in QuickBooks Online. I'll be here to lend a hand. 

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