with QB non-profit, can I record a contribution to one person who is donating on behalf of another person (towards a mission trip for example) and keep up with the contributions made by the first person and and & all donations made to the 2nd
Not really. You need to determine what you are really trying to track. If you are trying to track money donated, then the customer on the receipt will be the person paying the money (donation). You can annotate the description to indicate who the donation is for. If you are trying to track that the indivudual has paid the proper amount for the mission trip, then the customer would be the person going on the mission trip and you can enter the person who actually donated the amount in the memo section.
The person going on the mission would be on the Vendor List and not a customer, if you are going to pay out to their costs.
Set up and use a "two sided" Item that is linked to an expense account and to your Income account.
Every time a donor contributes, use this item.
Then, create an Enter Bill transaction for the vendor name person, using the same item.
When you are ready, the total seen in Pay Bills for the mission person is the total you owe to them, that you should already have collected because you only created a Bill when you also got a donation.
Hello,
I am an accountant at a medium sized church and have been using Quickbooks since the late 80's.
We needed to be able to total giving by the student that is attending the mission trip. It takes a little bit of work but it can be done.
We have used two different methods to track the information. We needed to be able to track the donation and who gets credited for the donation for items such as mission trips and retreats. We have used two different methods to track this information.
Method 1 - Set-up a separate item for each individual attending the mission trip as a sub-item. When you post the donation - use the item that corresponds to the individual. So if the donation is for Sam for the Mexico Mission trip the Item would be Mexico Mission-Sam. When you run your missions report for the funds donated sort on the sub-items to determine the total donated by attendee. This works fine if you have only a few attending, our item list was beginning to become too long and are now using method 2.
Method 2 - On our Items (used for posting of donations), we set-up a custom field called credit to to track the attendee that the donation is to be credit to. You will also need to add the custom field to your Donation (Sales Receipt) statement in the data section of the receipt. You will then input the individual attendee to be credited at the same time as you post the donation. When you prepare your Mission Revenue Report for the funds received, you are then able to sort and total based on the custom field that you created.
The sorted report will give you the total credited to each attendee. All of the donations will be in one account but are easily identified to each attendee. You may have to do some manual entries but you will not have to manually track the information and reports are easily available
Hope this helps. The custom fields are very useful and I have used them for many different reporting needs.
