DISAPPOINTED

Thanks for the info on Feedback online.  I eventually figured out how to track donations.  Just set up a new company for non-profit using only the basic accounts.  You don't have to put expenses or fixed assets, etc.  Set up your bank as "Charitable Contributions," and list your income accounts, i.e., general fund, benevolence, missions, etc.   You can put in weekly deposits and list the donor's name, amount of tithing, (check or cash) and a description of what fund the money went into (general, building, missions, etc.).  When you're ready to run a report go into the filter section and select multiple accounts then pick the individual you want to run the summary for.  Your report headings can be changed to the name of your church, yearly contribution statement, and the name of the person.  It worked great!  Since I don't get online often, I'm hoping you can pass this along to other churches with the same questions that I  had!

 RE:  First of all, we are a non-profit church. 

Most are.

RE: We do not have customers; therefore, I didn't have any customers set up.

No one has them setup until they set them up, so as you need them (as you get donations) set them up.

RE: Secondly, since tithing is confidential, it has to be kept seperate.

I see no reason at all for this.  All donations should be confidential unless the donor wants attention or something.  If you don't want anyone to have access to the books, put a password on the file.

RE: I can't just set up donor's as customers and use their checks as invoices. 

I never said to do that.  Record money received as Sales Receipts.

RE: Do you go to church?  If you do this would make sense to you.

Yes, and no it doesn't make any sense to me.

First of all, we are a non-profit church.  We do not have customers; therefore, I didn't have any customers set up.  Secondly, since tithing is confidential, it has to be kept seperate.  I can't just set up donor's as customers and use their checks as invoices.  Do you go to church?  If you do this would make sense to you.

Have a blessed day.

These items can very well be tracked by Quickbooks.  You need some instruction on how this is done.  Yes, in QB terms doners are customers.  As a ProAdvisor I deal with clients.  Clients = Customers.  I have attorneys who deal with clients and different cases which they call matters.  So for the attorneys Customer = Client and Job = Matter.  Just because it says customer doesn't mean that you sell them things.  Think of them more as you source of income.

Please read my response to the answer you submitted.   IRS guidelines require statements of your church on tithing contributions.  Since tithing is very confidential, it's easier to just set up another company that only deals with donors.  Plus, at the end of the year, your charitable contributions should match the deposits made in the regular church company (which is available for church members to view).

vickie

Hi Vickie - Do all your church members have access to QB or just designated staff?