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October 19, 2022
Question

How do I accept payments directly from donors without knowing the amount? The payment link only lets you enter an exact amount

  • October 19, 2022
  • 1 reply
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1 reply

MichelleBh
October 19, 2022

I'll help record your donor's payment, @tabby-hisglory-m

 

I have a suggestion on how to record your donor, even if you don't know the exact amount. This way, you can categorize and deposit them on time. 

 

If you have access to your QuickBooks Merchant account, check there to see how much has been deposited for this specific donor. 

 

Here's how: 

 

  1. Sign in to the Merchant Service Center
  2. Go to the Activity & Reports menu and select Deposits.
  3. Pick the appropriate date in the drop-down and click Search
  4. Verify the amount. 

 

For more information, see this link: Find transactions, deposits, or fees in the Merchant Service Center.

 

After checking, use the payment link to input the actual fund.

However, if you're still unsure about the correct amount, please enter a partial amount. Once you have determined the exact number, edit the transaction and enter it.

 

Go as follows: 

 

  1. Go to the Sales menu and select Customers
  2. Double-click your donor's name in the list and go to the Transaction Lists
  3. Open the deposit and modify the amount. 
  4. Click Save and close

 

Moreover, check out these articles below on how to record bank deposits and reconcile bank accounts in QuickBooks:

 

 

Let me know if you have follow-up questions about managing donor transactions or anything else in QuickBooks. I'll be right here, ready to help. Take care always.