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04/19/2013 at 09:23AM PDT
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mazey
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mazey
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09/13/11 12:03pm PDT
Viewed by asker 09/13/11 12:12pm PDT

form for keeping tithes and offerings for church records

US QuickBooks Pro for Windows

bookkeeping records for church tithes and offerings for year end reports

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BurtonCPA
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BurtonCPA
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09/13/11 12:04pm PDT

I'm sorry, but your question isn't clear.

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mazey
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09/13/11 12:12pm PDT

I read somewhere that you can use sales receipts to enter tithes and offerings for individual members for year end reports.  I need to know how do I go about doing this?

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chmm
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09/13/11 12:37pm PDT

 

Donors are Customers in QB.  Enter each donation by using Sales Receipt.  You will need to create Items linked to the corresponding Income Account.  For example an Item called: Sunday Offering, linked to a Sunday Offering Income account.  Ask again if this is not enough.

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09/13/11 12:37pm PDT

Yes, Mazey, you can do this. Donors are Customers in QB.  When you receive donations, enter them individually by using Sales Receipt (Customer Menu).  This way you have a record of each donor and what they have donated over time.  To use Sales Receipt, you will need to set up Items.  For example you could have an Item called Regular Offering  linked to an Income account.  You may also want to set up an account for Christmas Offering or Easter Offering or Missionary, if you need to track these for separate purposes. After you enter each sales receipt, and want to deposit the funds in your checking account, use Make Deposit in QB (Banking Menu). When you open the Make Deposit screen, a second screen should open showing you all the sales receipts you have entered. Put a check next to the sales receipts you will include on the deposit.

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DiGiacomo
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09/14/11 9:12am PDT

May I ask: how can you keep these Items from appearing on the Budget Vs. Actual Report? We have so many sub categories for designated donations, it really makes the report very messy.  Thanks!

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09/14/11 9:38am PDT

Now that we have the donors set up as Customers and have entered all the sales receipts... how do I print a giving statement for each seperate donor?

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BurtonCPA
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09/14/11 4:45pm PDT

A search for "Year End Donor Statement" on the Live Community will yeild a lot of options for accomplishing this.

If you are using the Nonprofit version of QuickBooks you can get a Donor Contribution Summary from the Report Center. Click on the Nonprofit button at the bottom of the list. You will have to Modify this report by clicking Filter>Name>Multiple Names and then choose your name.

Another way is to go to the Cutomer Center, choose the donor name, in the customer information section, right click on the column headings and choose "Customize Columns." Set the columns the way you want them and then right click again and choose "View as Report."

Finally, I copied this from another answer on the Live Community:

QuickBooks for Nonprofits Tip: How to Prepare Year-End Donation Acknowledgement Statements
by Ruth Perryman 9. July 2009 09:22


Before a donor can claim a tax deduction for any single contribution of $250 or more, the IRS requires a written acknowledgement of the contribution from the nonprofit organization. Nonprofit organizations typically send these acknowledgments to donors no later than January 31 of the year following the donation.

QuickBooks Premier for Nonprofits has a nice built-in report called Donor Contribution Summary which can be used by many nonprofits to prepare their year-end donation acknowledgement statements. However, this report includes all revenue including fees for services that aren't tax deductible. But you can create a custom report in QuickBooks that excludes these fees. Here are the instructions:


1. Go to Reports > Custom Transaction Detail Report

2. Click on the Modify Report button

3. Select your date range, most likely "Last Fiscal Year"

4. Select Cash for report basis

5. Select Customer in the Total box

6. Check the columns you want on the report and uncheck the columns you don't want - at the very least I recommend using Date, Name, Memo and Paid Amount

7. Select the Filters tab

8. Select Account in the Filter box, Multiple Accounts in the Account box and check off the revenue accounts you want to include on the report

9. Select the Header/Footer tab and change the report title to Donor Contribution Summary

10. If you want each donor printed on a separate page, check the box next to Page break after each major grouping after clicking the Print box

11. Once you have the report looking the way you want it, click on the Memorize button
 

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BRConsulting
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09/23/11 6:26am PDT
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If you want to avoid this complexity and also actually get better results, use the BRC Donor Statements addin.  It will work with your data with no data entryor complicated reports. 

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