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I am running QB Desktop Accountant 2022. How do I recorded a restricted donation from a single donor so that it shows as restricted on the Statement of Financial Position?
Thanks!
Deb
Solved! Go to Solution.
I appreciate you for laying out your concern here in the Community, @Deb-J. I'll make sure you'll be able to record a restricted donation in QuickBooks Desktop (QBDT).
QuickBooks doesn't have a direct means to track restricted funds, but we can do this using classes and assigning all restricted funds to a class.
Then, let's set up a class category for expenses and accounts. Here's how:
I'm adding this article for more details: Set up and use class tracking in QuickBooks Desktop.
To keep track of them, you can run and customize class-related reports in QBDT. For more details, please review this article: Filter, sort, or total reports by Class
In addition, feel free to check out this article to learn more about how to customize reports in QBDT. This way, you'll be able to pull up the desired details for your reports: Customize Reports in QuickBooks Desktop
Should you need any additional assistance while tracking your restricted donation in QBDT, you can leave a comment below. I'll be sure to get back to you. Take good care!
I appreciate you for laying out your concern here in the Community, @Deb-J. I'll make sure you'll be able to record a restricted donation in QuickBooks Desktop (QBDT).
QuickBooks doesn't have a direct means to track restricted funds, but we can do this using classes and assigning all restricted funds to a class.
Then, let's set up a class category for expenses and accounts. Here's how:
I'm adding this article for more details: Set up and use class tracking in QuickBooks Desktop.
To keep track of them, you can run and customize class-related reports in QBDT. For more details, please review this article: Filter, sort, or total reports by Class
In addition, feel free to check out this article to learn more about how to customize reports in QBDT. This way, you'll be able to pull up the desired details for your reports: Customize Reports in QuickBooks Desktop
Should you need any additional assistance while tracking your restricted donation in QBDT, you can leave a comment below. I'll be sure to get back to you. Take good care!
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