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alisonhinson
Level 1

Setting up a membership list for a non-profit

I have taken over as Treasurer of a non-profit organization. We have about 100 member and 15 prospective members. We also have a few vendors. Our budget is ~$4,000 per year.

Our members are currently listed in multiple ways

  • Vendors (since we need to refund them for purchases)
  • Customers (when they give us money for dues)
  • Other names (generally used for prospective members)

There are also different naming conventions for each member. For example, sometimes they are listed as Smith, Jane and other times as Jane Smith.

Does anyone have a recommendation for the best way to organize our membership?

If there is a different way to organize our members, can I change their status without losing the associated transactions?

Thank you for any help you can provide

1 Comment 1
Fiat Lux - ASIA
Level 15

Setting up a membership list for a non-profit

You may set vendor as Vendor and donor as Customer. Consider purchasing QB Desktop Premier edition and pick Non Profit in the installation wizard. You may get QB Desktop Premier 5 users with a one-time license for $1950 if purchase directly or < 1500 thru a partner.

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