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Old 12-16-2016, 04:59 PM
dcrawford dcrawford is offline
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Join Date: Dec 2016
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Hi, I just started a new company on QB Premier Non Profit. I used the Chart of Accounts that was standard with the software. I would like to be able to track Donations by Customer so my understanding is I would have to create an invoice. When I do that and use Donation as an item number (it was assigned to income) the figure comes our as a (-) negative number. Do I need to create the item as a service?
If I create an invoice and receive the payment will that allow me to track donation by customer?
Thank's a bit overwhelming!
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Old 12-17-2016, 05:03 AM
Rustler Rustler is offline
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Join Date: Feb 2008
Location: Texas - The Republic
Posts: 2,413
do not use an invoice unless you are sending it out as a reminder of a pledge or something like that, use a sales receipt

create a service type item for donations, select the donation income account on the item screen, and use that on a sales receipt which has the customer name selected

then use make deposits when you actually take the money received to the bank.
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