Prefill donation payment method
US QuickBooks Premier : 2012: Nonprofit
Is there a way to prefill the payment method or any of the other fields on doantion forms?
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BRConsulting
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Advisory council of community power users.
02/02/12 2:39pm PST
Here's a trick:
You can fill out a bunch of the fields on the form, then press Ctrl-M to memorize the transaction. Give it a name like "Template" or something.
Open your memorized transaction list from the Lists menu.
Double-click on the Template to load it.
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qbteachmt
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Accountant Community AllStar
Advisory council of Accountant community power users.
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Advisory council of community power users.
Intuit Moderator
Mod/Co-mod
02/05/12 1:27pm PST
Latest post
Look at the donor (customer) name, edit it and look at the various other pieces of info you can track, including Preferred Payment Method. Set it here for this name and QB considers it the Default for this person.
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