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Replying to:
CharleneMaeF
QuickBooks Team

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I recognize how important it is to flawlessly enter the membership dues, CSSsomd. I'd be glad to share it with you.

 

Let's enter the membership dues as partial payments in QuickBooks Desktop. This way, the balance owed on the pledge will be reduced. 

 

Here's how:

 

  1. Go to the Customers menu and then click Receive Payments.
  2. Select the member in the field at the top to view their open pledges.
  3. Place a checkmark on the pledge paid partially.
  4. In the Payment column, enter the amount due.
  5. Once done, click on Save & Close or Save & New.

 

If you accept retainers from your members, please see this article to learn how to track them: Manage Upfront Deposits

 

Additionally, I've included this article that'll help learn the different ways to track transactions in QuickBooks. This helps you organize your cash flow and receivables more accurately: Desktop Workflows.

 

I'm only a few clicks away if you need assistance with your other QuickBooks tasks, CSSsomd. It's always my pleasure to help you out again.

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