> Can anyone tell me a good way to set up quickbooks 3.0
> so that members
> can be budgeted for pledges, diocese assessments, and
> designated
> donations? The only way I could figure was to put
> members on the chart
I've used quickbooks for invoicing members of a civic association for dues
and assessments. By memorizing invoices and setting up transaction groups for
periodic posting, we are able to send invoices for specific "pledges" if you
will.
Try setting up a receivable account for anticipated revenues. Make an invoice
for each member "customer" using a prepared transaction like "MONTHLY PLEDGE"
or whatever. Run the invoices when due. You can then track who is paying
at.
You'll have to decide when to kill unpaid invoices, and you will need to run
reports on the cash basis. Set up detail in your chart of accounts to afford
tracking of kind of receipts, i.e. CONTRIBUTIONS:Pledges
CONTRIBUTIONS:Love Offerings
CONTRIBUTIONS:Bishop's New Car Fund
etc.
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* Origin: The Holy Cloakroom - Online Ordination - (504)927-4509 (1:3800/6)
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