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clg3
clg3
Community Contributor **
posted
‎03-11-2019 11:41 AM
last updated ‎March 11, 2019 11:41 AM

Setting up / Keeping track of Donors (donation revenue, etc.)

I'm asking this for someone who is considering purchasing Quickbooks to keep track of donors, donations, expenses, etc. for a nonprofit.   

 

To keep track of all (600+) donors, should each one be set up as a 'customer' in the customer center?   Or, is there a better way to set up & track each donor?  She plans to run reports showing donors, amount of donations, dates, etc. 

 

Is there a large advantage in purchasing Quickbooks for Nonprofits - vs - traditional Quickbooks?

 

Thank you!

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Best answer 03-11-2019
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PreciousB
Moderator
Moderator
‎03-11-2019 03:28 PM

Re: Setting up / Keeping track of Donors (donation revenue, etc.)

Thanks for visiting the Community, clg3.

 

If you're referring to QuickBooks Desktop Pro and QuickBooks Desktop Premier- Non-profit edition, I'll share some insights about their differences.

 

Premier has tailor-made reports or forms for specific industries and allows up to 5 users while Pro allows 3. Also, Pro and Premier tracks up to 14,500 items. Check out our website for the features of Pro and Premier:

With that said, it would be better to use QuickBooks Premier if your business is for non-profit. You'll get tools more tailored to your industry.

 

As for your other question, you're right that you'll have to set up the donors as customers in the Customer Center. QuickBooks uses the customer list to hold information about the people and companies to whom you sell your products and services.

 

Here's how:

  1. Choose Customers at the top, then select Customer Center.
  2. At the top of the Customer Center, click the New Customer & Job drop-down arrow and select New Customer.
  3. Enter the needed details and click OK to save.

You can also use the Add/Edit Multiple List Entries window. This is QuickBooks' way to add customer’s information in bulk. You can copy the details from Excel and paste them in QuickBooks.

 

Here's how:

  1. Go to the Lists menu, then choose Add/Edit Multiple List Entries.
  2. Select Customers under List.
  3. Add the details and click Save Changes (check out the screenshot below).

image.png

 

That should work for you. Please reach out to me if you have any questions later on. I'm always happy to help. Have a good day.

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PreciousB
Moderator
Moderator
‎03-11-2019 03:28 PM

Re: Setting up / Keeping track of Donors (donation revenue, etc.)

Thanks for visiting the Community, clg3.

 

If you're referring to QuickBooks Desktop Pro and QuickBooks Desktop Premier- Non-profit edition, I'll share some insights about their differences.

 

Premier has tailor-made reports or forms for specific industries and allows up to 5 users while Pro allows 3. Also, Pro and Premier tracks up to 14,500 items. Check out our website for the features of Pro and Premier:

With that said, it would be better to use QuickBooks Premier if your business is for non-profit. You'll get tools more tailored to your industry.

 

As for your other question, you're right that you'll have to set up the donors as customers in the Customer Center. QuickBooks uses the customer list to hold information about the people and companies to whom you sell your products and services.

 

Here's how:

  1. Choose Customers at the top, then select Customer Center.
  2. At the top of the Customer Center, click the New Customer & Job drop-down arrow and select New Customer.
  3. Enter the needed details and click OK to save.

You can also use the Add/Edit Multiple List Entries window. This is QuickBooks' way to add customer’s information in bulk. You can copy the details from Excel and paste them in QuickBooks.

 

Here's how:

  1. Go to the Lists menu, then choose Add/Edit Multiple List Entries.
  2. Select Customers under List.
  3. Add the details and click Save Changes (check out the screenshot below).

image.png

 

That should work for you. Please reach out to me if you have any questions later on. I'm always happy to help. Have a good day.

Reply
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