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TJWin
June 14, 2023
Question

Connect with Canadian NPO on use of sub-accounts/classes/tags

  • June 14, 2023
  • 1 reply
  • 0 views

I am at a Canadian NPO that is transitioning to QBO and lost on the use of locations/classes/tags/projects. Yes, I have read all the provided articles and still lost. 

*We have 3 locations plus a business office - some of our invoices need to be split between the locations - invoice entry only allows entry of one location per invoice. 

*We have donation revenue which i was planning to use classes to provide further detail on where the revenue came from - ie) donation revenue from a mail campaign, but it seems sub-accounts may be better. 

*we get grants that are restricted in use - i need to be able to track expenses against the revenue from the grant, is projects the best use of this?

 

Help!

1 reply

J
JamesM4
June 14, 2023

Hello TjWin, 

 

Thanks for connecting with us here. QuickBooks offers the tools and resources you need in order to manage your accounting with peace of mind. I'll be happy to share more information about using the program. 

 

I can see the benefit of being able to assign multiple locations to one invoice, however, this function isn't available. I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon > Feedback. For the second you've written above, I encourage you to check out the following article as it shows you how to: Record donations or charitable contributions. Using the Projects feature allows for you to track the expenses and I encourage you to reference the following article as it shows you how to: Set up and create projects in QuickBooks Online.

 

In the meantime, feel free to ask other questions. I'm here to help steer you in the right direction so you can achieve your QuickBooks goals with ease. 

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