QuickBooks 2006 Customers
You can find more information about the QuickBooks for Builders & Contractors workshop here: http://www.theqbspecialists.com/quickbooks_training.php
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
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Non-Profit Fiscal Year in QuickBooks
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
QuickBooks price list | Buy QuickBookse | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise
How to Add Custom Fields to Invoices and Reports in QuickBooks
1. Go to Customer Center and double-click on any customer.
2. Select the Additional Info tab and Define Fields
3. Enter the auto information for all your customers
You can also add the custom field to your invoices:
1. Go to Customers -> Create Invoices
2. Click on Customize button
3. Select Additional Customization
4. Click on the two boxes next to your custom field (should be toward the bottom of the list)
You can also use the custom field to customize reports:
1. Select one of the List reports (Customer Phone List is a good one)
2. Click on Modify Report
3. In the Display box, remove phone and add customer type
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
QuickBooks price list | Buy QuickBookse | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise
How to Setup Donors in QuickBooks for Nonprofits
The organizations renting your facilities should also be customers. But the customer center really isn't meant to be used the way you're using it. Customer should be the name of the donor or organization, use the customer type field or create a custom field to categorize them into donors, private parties, etc. Both are located on the Additional Info tab in the customer records. I recommend using the type field for donors and facilities and create a custom field to categorize the type of facilities (private party, etc.)
You're using classes appropriately, except I recommend making a specific fundraising event a sub-class under Fundraising rather than a Job. You should use Jobs for grants though. Establish the granting agency as a customer and list each individual grant from them as a Job. If they are multi-year, you should also set them as a sub-class under Temporarily Restricted funds, which is where you book the revenue. As you spend down the grant, you transfer the funds to your operating fund.
Are you using Premier Nonprofit or Pro? The online version is similar to Pro, but I usually recommend Premier Nonprofit for nonprofits because it's got some really useful reports and Word templates not found in the other versions. If Pro works fine for you, than Online will as well. But there's a monthly subscription fee, so you may find that it's more expensive in the long run.
Let me know if there's anything else we can help you with!
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
QuickBooks price list | Buy QuickBookse | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise


