Then, you can follow the steps that I mentioned above on how to create a pledge. When you're done, select Save and close.įor more details about the process you can read this article: Add service fees manually to invoices.Fill out the rest of the fields as needed.

From the Category ▼ dropdown, select the category that best describes the fee.Go to the Sales menu and select the Products and services tab.Yes, the pledge and the invoice are the same.Īllow me to walk you through the processes to make your transaction go more smoothly.įirst, create a line item for the membership fee and add it to your pledge. Please let me know if you have any other concerns or questions about your QuickBooks Online (QBO) account. When you're ready to assess your business financials, you may consider checking out this resource: Reconcile an account in QuickBooks Online. You can learn more about this through this article: Track funds you receive from donors in QuickBooks Online. When you run a non-profit organization, you can record and track your transactions as a sales receipt, bank deposit, or pledge depending on how you receive them. Otherwise, I'd suggest you consult an accountant to provide you other ways on how to record the transaction.

You can also create a recurring transaction in QuickBooks Online for your customers manually.

Choose where the amount is going to through the Deposit to the field (Undeposited Funds is the default account).

Once done, here's how to record a receipt:

You can create a pledge then add the amount for the membership fee. I'd be glad to help you manage your transactions in QuickBooks Online (QBO).

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