In a "Project" for tracking a donation fund can you add funds from different donors?

Thank you for posting, @office109. 

At this time, you can track income and expenses to a specific Customer or Donor. Under that donor, you can add project income and expenses by opening that certain project and clicking the Add to project button. 

From here, you can add an invoice, receive payment, expense, estimate, time, bill and purchase order. 

The ability the add donations from other donors would be a great addition to the current features that we have for Projects. So I'll be sure to take note of it. For now, you can visit the QuickBooks Blog to check for new updates and features that we have. 

Here's more information on how to track income, costs, and profitability by project. 

I'll be here if you need further help with your projects. I'm always glad to help in any way I can.​ Take care and have a great rest of the day!

MaryJoyD, have there been any updates on this issue?  I work with a non-profit that will get many donations for one Project.  We need to track those donations and how the money was spent under the Project.  But, I also need to generate donation letters at year end for each donor.  

Hi Bkkprgal!

Let me shed light on the Project feature and share your option to track your projects.

The Project feature in QBO is intended for one customer only. For example, repairing a customer's kitchen, remodeling their office, or anything that is made for and paid by one customer only.

It's natural to have a project in a non-profit organization funded by different donors. In this setup, you can create Classes to represent the project names. Then, you can assign them to the donations or expenditures. This will let you create reports like Income Statement by Class (Profit and Loss by Class) or Purchases by Class to see if you're gaining or losing money.

To activate the Class tracking feature:

1. Click the Gear icon and choose Accounts and Settings.
2. Select the Advanced tab.
3. Click the Categories section and put a check on Track classes.
4. You can enable the option to let QuickBooks warn you if you'll miss adding classes to your future transactions.
5. In the Assign classes field, you can choose to assign classes per line item or transaction. You can switch later on.
6. Click Save and Done.

After enabling your settings, you will see a CLASS field when you create donations or record expenses. Just click on the field and choose Add new to create classes or project names.

When you're done entering transactions, you can pull up the Profit and Loss by Class or Income Statement by Class report. You can also search for the word "class" on the Report page, and QuickBooks will show you the list of reports pertaining to classes.

I hope this clears everything about Project and your option to track one in your business.

If you need help, always feel free to reach back out. We will be here to support you again. Happy weekend!

Sorry, Jess.

That doesn't work for us in the non-profit world. Classes are used to track programs, not "projects." Many different "Projects" can exist under a "Program.' This is an addition that needs to be added as we are Federally mandated on our 1099 to report these restricted donations. This is where Quickbooks fails the non-profit sector.  

I totally agree! Is there any updates on this issue? I have 5 different projects going on under the same Fund (I am using classes for Funds) and I can't continue creating subclasses for each different project. It's becoming to messy and totally unnecessary. Different donors donating for one project and it's not a Fund.

Hi there, iz1980.

I know that this hasn't been easy for your business.

The option to add funds from multiple donors is still unavailable in QuickBooks Online as of now. Please know that we're taking note of your suggestions and ideas to improve your QuickBooks experience. 

As we assess this opportunity, you'll want to consider visiting our QuickBooks App Center to find a third-party project management application that best suits your business needs. You can also follow these steps in searching the app inside QuickBooks Online:

1. Login to qbo.intuit.com
2. Select Apps from the sidebar menu.
3. Go to the Find Apps tab.
4. Enter a keyword or click Browse category to filter the results.

To learn more about how projects work in the program, you can check our FAQ page.

I also encourage visiting our blog from time to time to stay current with our product updates and enhancements.

Feel comfortable to leave us a reply if you have other concerns. It's always our pleasure to help.

Are there any updates on this yet?  I am also a non-profit user who is using Classes as Funds, and I have a project with 50 donors.  I added the Donors as SubDonors under the Project but when I create Pledges, they don't show up on the Project Profitability Report or the A/R Aging Report. 

Thanks for posting to the Community, @9130 3491 9882 6856.

Currently, the option to add multiple donors is unavailable in QuickBooks Online.

The Projects feature allocates for one customer only at this time. That said, make sure they're in an account that's connected to your project. This way, you'll know and see it in the Project profitability report.

You may need to set the report period to All dates/Custom in the A/R Aging report to spot the transactions. Let me show you how:

1. Click the Search icon on the top right.
2. type A/R Aging Detail and then select the report.
3. In the Report period drop-down list, then select All dates/Custom.
4. Click Run report.

I know this would be valuable when we can add multiple donors to Projects. In the meantime, you can check other applications in the Apps Center that appears to have this functionality.

You can also search this within QuickBooks. Let me show you how:

1. Sign in to QBO.
2. Go to the Apps menu.
3. In the Find Apps tab, click Browser Category.
4. Select Manage Projects.

Once done, you can now inquire about other apps from there to integrate with QuickBooks.

To know more about the available functionalities concerning the Projects feature, you can check this article: Projects FAQ.

Let me know if you have additional questions. I'm always here ready to help. Take care!

Has Projects been updated yet to accommodate multi? This is very tricky to manage with restrictions on the number of donors under a project.

Hi @MWallace_MP,

Welcome to the Community. I'm here to share information about the Project feature in QuickBooks Online.

Currently, the ability to accommodate multiple donors or customers for a project is unavailable. As of now, the only workaround is to track transactions using Class.

Though, it's a great suggestion that can benefit many non-profit users. While we assess and continue to improve the product, I recommend sending your feedback to our product engineers.

We always update the features in QuickBooks Online, and this preference might be added in the future. Here's how:

1. Click the Gear icon in the upper-right corner.
2. Select Feedback under Profile.
3. Share your feedback.
4. Hit Next to submit. 

Also, I've attached an article for additional guidance on how to set up your class list for better reporting in QuickBooks: Turn on class tracking in QuickBooks Online.

Reach out to me anytime you have questions about tracking donations. I'll be happy to help you some more.

Non profits are required to provide Functional Expense Reports (FASB ASU 2016-14).  We are using the Class function to accomplish this. So that would not be an option.  We really need Projects to allow more than one Customer/Donor.

Hello there!  

I have a Non-profit and I need to track the donations to a specifc grant.  How can I do that?

Hello there! I appreciate you for reaching out to us.

As a nonprofit organization, obtaining grant money is essential to carrying out and expanding your mission. You can record and track the donation to a specific grant as a sales receipt, bank deposit, or pledge, depending on how you receive it. Here's how:

1. Create a revenue account for fund donations.
2. Make sure to select Non-Profit Income as the detail type.
3. Create a fund donation item.
4. Add your donor as a customer.
5. Track the grant donation.

For more information and detailed steps, please see this article: Track funds you receive from donors in QuickBooks Online.

Once everything's good, you can run a Statement of Activity by Donor report. It will show all fund transactions for the specific donor for the given period. I'll show you how:

1. Go to the Reports tab, then search for "Statement of Activity by Donor."
2. Run the report. Click on the Customize button.
3. Click on Filter. Check the box next to Donor.
4. Select a donor, then click Run Report.

You can read this article as reference if you want to update your chart of accounts: Add an account to your chart of accounts in QuickBooks Online.

Feel free to post in the Community if you need further assistance managing your non-profit organization. We're always here to help. Stay safe!

This ability to add donors to other customer project income is really needed by non-profits that receive sponsorships for specific projects. Thank you.

Hello write2mon,

I can see the importance of having the option to add donors to other customer's projects.

With that, I recommend sharing this suggestion with our developer's team. Here's how:

1. Click the Gear icon, then select Feedback.
2. Type in a few words as a description of your feature suggestion.
3. Click Next.

Furthermore, you can check this article as your guide in managing projects: Create and manage projects.

I'm always around if you have other concerns with creating projects.