Yikes!

[helpinmyaunt]

My Aunt recently purchased the Nonprofit version of QB for her church duties. She has entered all of the banking information for the year up until this point, and I thought I'd be able to just go over and show her how to run a couple of reports (I work in QB at work, and thought I had a pretty good idea of what she needed). I started messing around and now have a few questions. Any help is GREATLY appreciated as she's extremely stressed about this:

A. She has the congreation members entered as Customers, is this correct?

B. She has already entered the deposits for the year up to this point, but when I click onto one of the congregation members nothing shows up for them as far as tithes. So I've figured out that we need to go to Non-Profit,
-> accept donations (if I'm wrong about this PLEASE correct me), but my question is, these deposits have already been entered and reconciled. How do we now go back and accept the donations for the congregation members without it showing up as "undeposited funds"??

C. If a congregation member writes a check for more than one thing (i.e. Tithes, & building fund) how can I run a report to itemize those items? And is there a way to do it on their contribution report also?

D. Should the item be the account it goes to (offering, tithe, building fund), or would that be the class?

I really, really appreciate any help or suggestions you can offer!!! TIA!

[Joe Williams]

A. is correct.
B. Create items (service or other charge) for the various donations. EXAMPLE: Offering that uses an income account, [COLOR="rgb(139, 0, 0)"]Tithes[/COLOR] that uses an income account, [COLOR="rgb(139, 0, 0)"]building fund[/COLOR] that uses an Other Current Liability account, [COLOR="rgb(139, 0, 0)"]Missions[/COLOR] that uses an Other Current Liability account.
For the currently entered deposit, you can make a journal entry to list the Customer (congreation member) on each line to the income account as a Credit for their amount. On the last line that QB list the total Debit, use the same account but NO NAME. You then should be able to use the P&L by Customer to list their tithes.
C. When someone makes a donation, enter it on a Sales Receipt using their name as the "Customer" and the items the donation is for. If they make the bank deposit once a week, then ALL of the Sales Receipts use the Undeposited Funds so the actual bank deposit can be reconciled.