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psampayroll
Level 1

We get pledges for our Gala

 
3 Comments 3
AlexV
QuickBooks Team

We get pledges for our Gala

Hi psampayroll!

 

Thanks for posting. I'd like to know how can I help you with your pledges. It'd be best if you can add more details so I can assist you better.

 

Please leave a reply below and we'll respond as soon as we can. Thanks!

psampayroll
Level 1

We get pledges for our Gala

Hi Alex,

 

We have an annual fund-raising Gala.  We have been keeping track of the pledges manually in the past.  I would like to create invoice in QBO for each pledge, but our controller says we can't do that because we don't want the Gala Receivables mixed in with our regular receivables.  Is there a way to create an invoice that can go to a different (Gala) receivables account?

 

Thank you!

Laura

AlexV
QuickBooks Team

We get pledges for our Gala

Thanks for the reply, psampayroll!

 

Let me help you in recording the pledges.

 

QuickBooks Online only uses a single and the default Accounts Receivable although you can set up more than one. Instead, you can track the different types of funds with the use of sub-accounts, or Location or Class Tracking. You can check the detailed steps here: How to group Accounts Receivable or Accounts Payable account types.

 

I've included this link if you need help in running and customizing reports:

 

Leave a comment below if you have follow-up concerns about pledges. Thanks!

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