JanyRoseB...   Thank you for your response.  This whole thread started because QB desktop allowed us to use 2 different AR accounts and QBO doesn't.  I'm disappointed that there is still no way to fix or work around this.   Thank you.   ... View more

GarlynGay...   I know how to run an AR report.  I need to know how to run an AR report for donations owed and a separate AR report for tuition owed.   Thanks.  ... View more

HoneyLynn G...    Ok, now I see how to add the AR column but I can only figure out how to have it show paid or unpaid.  I don't understand how to make the report show their open balance.  Almost everyone pays on monthly or quarterly installments so I need to know what they owe, not just if it's paid or unpaid.  ... View more

I'll look at the P&L detail with the column for balance due and see if I can figure out how to make that work.   I still don't understand how I do a customer type when each customer pays for tuition and donations.  How do I assign them a customer type when they have 1 invoice for tuition and 1 invoice for donation?  I'm not thrilled about having to go into 300 customers to assign them a type but if I can figure out how to do the reporting I need I can consider it.   ... View more

Thanks Teri... Now I understand what you're saying.  We already use classes but I could add a customer type.  This just means I have to go into hundreds of customers and add a type.  Also, most of the families pay a tuition and also make a donation so I can't just assign a person to one or the other.  In QB desktop I can have one customer and assign their tuition invoice to a tuition receivable and their donation invoice to a donation receivable.  I don't know how to do this in QBO if I have to assign a customer one type. ... View more

HoneyLynn G...  We separate our income by donations versus tuition.  I'm still not understanding how your suggestion gets me an AR report for only tuition or only donations.  Please clarify.     Also, I'm not going to do a daily journal entry to adjust items that have been posted to the default AR account to the correct AR account.  I understand how this makes it work, but the hours to do that is not realistic.  Especially when I was able to just run the AR report in QB desktop by only customizing which AR account I want to see. ... View more

Teri...  Yes we split income between donations and tuition but that doesn't help me in running a receivable report by donation versus tuition. ... View more

Hello JessT....    I appreciate you trying.  We're a non profit so we already use the class feature for admin/fundraising/programs.  Thanks though. ... View more

So moving from QB desktop to QB online means I have to go into hundreds of customers and add a "customer type"???  How about those who pay me for donations and for tuition?  In the desktop version I assign their invoice to the appropriate AR account.  Which customer type do I use now?  Or do I have to have a customer for a family paying tuition and then create another customer for the same family when they are making donations so that they each have a different customer type.  That means I'm then adding hundreds more duplicate customers to be able to run a report by customer type...  A report I can run on desktop without having to make any adjustments. ... View more

Exactly.  I have to go and do a plethora of journal entries to correct AR balances each time I receive payment.  So time consuming when I could just use different AR accounts in the desktop version. ... View more

This is one of my biggest frustrations with QB online.  I absolutely have clients who use two accounts receivable accounts.  For example, I have a private school that receives tuition payments, grants, donations, and other fees (lunch, athletics, testing, etc).  All of these are due on different schedules and all of these are assigned to a different person for collections.  One person works with the parents who have monthly tuition payments due.  That is a completely different person than the person who does our fundraising and collects on donations.  If the person in charge of donations wants to know who has an outstanding pledge balance I need to run them a report that doesn't have 200 parents with tuition balances.  Once a month the person in charge of tuition payments needs to go through and follow up with any parents who have balances due.  They want to see a report that doesn't have the balances of what people have pledged as donations that aren't due until the end of the year.  In the desktop version I can run a report of Accounts Receivable Tuition separate from a report of Accounts Receivable Donations.  So much simpler than the process I have to do in the online version to see who owes what based upon the income the invoice is assigned to.   This is just one of several clients I have this struggle with because the online version doesn't do what the desktop version does. ... View more