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Thank you for all the help - unfortunately I didn't realize how little I knew to even understand the answers fully. So for those still looking for the solution, I figured I should update with what finally worked:


After trying to decipher this from forums and such, I ended up splurging for a book which helped me set this up. It was tricky even with the book (we have a somewhat custom setup), but it would've been near impossible without it as it also went into the complete process.


The book: QuickBooks for Churches (and Other Religious Organizations) by Lisa London. It was written for a previous version of QuickBooks, but it worked well enough.

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