I am using QuickBooks Pro 2009 and need to use this program to track church member contributions. When a member (customer) contributes, I would like to assign it to one or more budget categories. What is the best way to do this?
If you haven't done so already, create Items for each of the budget categories you want to assign the contributions to. Then either use Create Invoices (if you send out invoices) or Enter Sales Receipts (if you don't) to enter the contribution.
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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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