Projects

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.

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!

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.

That is the issue we have also.  Doing a big expansion project and lots of our current donors are helping pay for it but they donate for other things also.  I have yet to find a way to track this one project with different sales receipts and also the project needs to go into leasehold so doesnt show up on the P&L anyway!

@ldartnall 

Consider having a donor management app to integrate with your QBO.

https://kindful3778.grsm.io/quickbooks