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NonprofitWorkerBee
Level 1

My nonprofit exports donations from DonorPerfect for income posting. They come in as journal entries. How can I connect a JE for income to a project/grant I created?

 
3 Comments 3
Candice C
QuickBooks Team

My nonprofit exports donations from DonorPerfect for income posting. They come in as journal entries. How can I connect a JE for income to a project/grant I created?

Good afternoon, @NonprofitWorkerBee.

 

It's great to see a new face here in the Community. 

 

The only way this would be possible, is to ensure that you correct your journal entry including the customer/project being selected on it. 

 

For future reference, here's a guide that can provide additional details: Invoice customers for project expenses.

 

I'm only a post away if you have any other concerns. Wishing you and your business continued success! 

NonprofitWorkerBee
Level 1

My nonprofit exports donations from DonorPerfect for income posting. They come in as journal entries. How can I connect a JE for income to a project/grant I created?

Hi Candice

Thanks for responding.  I went into the Journal Entry and was able to connect it to the donor/customer name but I don't see a way to connect it to the project and it does not show when I pull up the project.  What am I doing wrong?

(you included a link for invoicing for expenses but I don't have any problems with expenses, I am having trouble connecting the income to the project).

DMH Foundation
Level 1

My nonprofit exports donations from DonorPerfect for income posting. They come in as journal entries. How can I connect a JE for income to a project/grant I created?

We are new to DonorPerfect and are considering connecting our QuickBooks.  It seems the transactions post directly to the journal in QB?  Is there no way for those to post in a batch?

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