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dsky227
October 3, 2022
Question

Nonprofits & Estimates?

  • October 3, 2022
  • 1 reply
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So when a grantor makes a grant... I'm wondering if any non-profit has experience using estimates and invoice progression to track the grant.  Does this even make sense?

Thanks.

 

PS Using QB Desktop

1 reply

Rose-A
Rose-A
October 3, 2022

Good to see you here in the Community, dsky227.

 

You can use estimates and invoices (pledges) in tracking your grants. You can also use Sales Receipt if the grantor makes a grant right away. For more details about handling grants in QuickBooks: Track funds you receive from donors in QuickBooks Online.

 

In case you need to enter sales receipts in QuickBooks Desktop, we can go through the following resources below. These will provide us with detailed steps on how to record sales orders as well as invoices:

 

Create sales receipts.

Create an invoice in QuickBooks Desktop.

 

Even if the articles above are for QuickBooks US, the same process can be applied to your International account.

 

If I can be of any further help, don't hesitate to drop me a comment below. I'll be right here to keep assisting, dsky227.

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