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Oct 24, 2022 5:38 PM UTC
Question

Advice on how to redo account

I am the bookkeeper at my church's ministry. We have several different groups donating to our ministry who would like us to show how we've spent the money they sent us. I originally set it up as income (for the donations) and expenses (how we spent it) but it is not easy to tell from this how much is left of the donations. I can eventually figure it out with how I have it set up, but I'd like to set it up in a way that makes it easy to see how much is left of a deposit. Can anyone give advice on how to do this?

6 replies

Fiat Lux - ASIA
Oct 25, 2022 1:13 AM UTC

You should utilize the class tracking and jobs feature to separate "groups" and "projects". Make sure you are using QB Desktop Premier, not Pro edition.

a_f_m1Author
Oct 25, 2022 2:22 PM UTC

I actually only have Pro, so I assume that is not the same in this version?

Fiat Lux - ASIA
Oct 25, 2022 3:34 PM UTC

Explore the following reference. Can you create Jobs on QBD Pro?

https:// quickbooks.intuit.com/learn-support/en-us/help-article/job-costing/track-job-costs-quickbooks-desktop/L2X01vi47_US_en_US?uid=l9od1rgl