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A
arkvalleyinfo
December 30, 2018
Question

Can I enter Church tithes and offerings in Quick Book or some other program?

  • December 30, 2018
  • 1 reply
  • 0 views
Can enter church offerings in the small business version of Quick Books or do i need to upgrade?

1 reply

RenjolynC
RenjolynC
December 31, 2018

Yes, you can record church tithes and offerings in QuickBooks, coachchiz.

 

First, you'll have to create a donor by following these steps:

  1. On the left panel click Sales, and click the Donors tab.
  2. Click the New donor button.
  3. Enter the donor's information, and click Save.

Then, the next step is to create items for the tithes and offerings.

 

Here's how:

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under List, click Products and Services.
  3. Click the New button, and select the Type.
  4. Enter the information, and click Save and Close

Note: For setting up an account when creating the items, please reach out to your accountant. This is to make sure your reports are accurate.

 

You can also use the class tracking feature to allocate transactions into separate accounts: How to Set Up and use Class Tracking.

 

Finally, you can start recording transactions to your donors by going to the Plus icon and selecting the transactions under Donors.

 

If you have any other questions or concerns about QuickBooks, please let me know. Thank you.

H
Huntex
January 14, 2019

I can't find the sales tab and donor in the first two steps you are referring to....where are they?

J
JonpriL
January 14, 2019

Let me jump in this thread, @Huntex, and get this working on your account.

 

All information provided by my colleague, @RenjolynC, is all true and is the process of recording tithes and offering.

 

Let's first convert your account into a nonprofit version so you can get you the donors and donation options. Let me show you how:

  1. Go to the Gear icon.
  2. Under Your Company, select Accounts and Settings.
  3. Click Company type.
  4. Select Nonprofit organization (Form 990) for the Tax form drop-down menu.
  5. Click Save.
  6. Go to the Advanced tab.
  7. Click Other preferences.
  8. Under Customer label, choose Donors.
  9. Click on Save, then Done.

Now, you can easily follow the steps given by my colleague, @RenjolynC.

 

You can also read this article to learn more about recording a donation: How to Record Donations Received?

 

Please know that we're just a comment away if you need further assistance. Have a great day!

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