We're thrilled have you here today, @Smiley86. We'll provide information to help you add your church members and record their donations inside QuickBooks Online (QBO).
Before anything else, you'll want to ensure the company file is a non-profit. This way, account terms, reports, and forms fit the nonprofit-organization setting. You can visit this page for more information: Configure an account for a nonprofit organization.
Once done, you can start adding your donors to the program. We'll write down the steps to get you going:
- Access your QuickBooks Online company.
- On the left navigational bar, go to the Donors & leads tab.
- Click the New donor button.
- Enter the needed details.
- Once done click the Save button.
After adding your church members, you can start recording their donations. See this page for more details: Track funds you receive from donors in QuickBooks Online.
Also, we've got these articles to help you add more details to your reports, and keep your current report setting for future use:
@Smiley86, we look forward to helping you again in your QuickBooks journey. Feel free to visit the Community space if you need assistance managing donations or have additional questions. We've got your back. Keep safe.
