how to setup QB for a golf club

Hello there, Elkview.

Setting up QuickBooks Online for a golf club involves several steps to ensure that you can effectively manage members, minimums, dues, house charges, assessments, and statements.

Step 1: Set up members as customers.

1. Go to the Sales menu and select Customers.
2. Click New customer and enter the member's information.
3. You can also assign customer types to group them into different segments.

Step 2: Create items for minimums, charges and assessment. 

1. Go to Sales and select Products & services.
2. Click New and choose Non-inventory or Service.
3. Make sure to allocate them to appropriate income account.
4. Enter required details. Then, Save.

Step 3: Set up recurring invoices for members to bill them for dues, or manually invoice them.

1. Go to Settings ⚙.
2. In the Lists column, select Recurring transactions.
3. Select New.
4. Select the type of transaction to create, and then select OK.
5. Enter a Template name.
6. Select a Type: Scheduled, Reminder, or Unscheduled.

Step 4: Generate statements for members so you can send statements to members via email or print and mail them.

1. Navigate to the Sales or Customers tab.
2. Select the customer/member for whom you want to generate a statement.
3. Click on Create statement and customize the date range and information to include.
    

Additionally, you'll want to read through about the Class and Location feature in QuickBooks. There are useful if your golf club has multiple physical locations:

• Set up and use location tracking.
• Create and manage classes.

Please let me know if you have more concerns about recording data in QuickBooks Online. I'm always around to help.