How to Customize Financial Reports in QuickBooks Online

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  • Опубліковано 21 гру 2024

КОМЕНТАРІ • 4

  • @lynnmccarthy8612
    @lynnmccarthy8612 Рік тому

    Do you have any idea if its possible to have quickbooks online when using for nonprofit to replace invoice with Pledge or donation wherever invoice is? I am not really invoicing donors when I enter their donations. I have managed to have the label in the left column show donor but i dont know how to anywhere else, thoughts?

    • @GoshenAccountingServices
      @GoshenAccountingServices  10 місяців тому

      The label you set under the Gear Icon > Account and Settings and the form type you set is what drives the labels QBO uses for all reports and the sales forms.

  • @lugayizisam142
    @lugayizisam142 4 роки тому

    My church was using tally software and we created a system where each tither has a number that uniquely identifies them so we have just acquired the quick books online and I want some help on how to use them same numbers with their corresponding tithe names

    • @GoshenAccountingServices
      @GoshenAccountingServices  4 роки тому

      You can add the donor's ID in their customer profile. If you are using a different donor database system to track the tithes, I don't recommend recreating the donor's profile again in QuickBooks Online. Instead, do summary level entries. I talk about this in this video: ua-cam.com/video/etP0Q4fOVbk/v-deo.html