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Bryan_M
Bryan_MAnswer
QuickBooks Team
May 11, 2023

I'm glad that you posted here in the Community, Cinciripini.

 

Would you mind confirming if you mean to record membership fees for a non-profit organization?

 

If so, let me walk you through how to perform this. First, we'll need to create a pledge/invoice for that fee. Here's how:

 

  1. Click + New icon.
  2. Below the CUSTOMERS column, pick Pledge/Invoice.
  3. Select a member you want to record fee on the Customer field.
  4. Enter the necessary information, especially the Product/Service and the Amount below.
  5. Review the transaction, then tap Save and close.

 

Next, is to Receive the pledge. You can follow the steps below:

 

  1. Go to + New icon again. Then, choose to Receive payment.
  2. Select the same member in the Customer field.
  3. A list of pledges/invoices will show under that member's name. Pick the one that's already paid by tapping the box beside to put a checkmark.
  4. Afterward, Save and close.

 

If you want to run a report about the transactions you created, feel free to read this article: Run reports in QuickBooks Online.

 

I'm always here willing to lend a hand if you need additional assistance in managing your account. Take care!

3 replies

Bryan_M
Bryan_MQuickBooks TeamAnswer
QuickBooks Team
May 11, 2023

I'm glad that you posted here in the Community, Cinciripini.

 

Would you mind confirming if you mean to record membership fees for a non-profit organization?

 

If so, let me walk you through how to perform this. First, we'll need to create a pledge/invoice for that fee. Here's how:

 

  1. Click + New icon.
  2. Below the CUSTOMERS column, pick Pledge/Invoice.
  3. Select a member you want to record fee on the Customer field.
  4. Enter the necessary information, especially the Product/Service and the Amount below.
  5. Review the transaction, then tap Save and close.

 

Next, is to Receive the pledge. You can follow the steps below:

 

  1. Go to + New icon again. Then, choose to Receive payment.
  2. Select the same member in the Customer field.
  3. A list of pledges/invoices will show under that member's name. Pick the one that's already paid by tapping the box beside to put a checkmark.
  4. Afterward, Save and close.

 

If you want to run a report about the transactions you created, feel free to read this article: Run reports in QuickBooks Online.

 

I'm always here willing to lend a hand if you need additional assistance in managing your account. Take care!

May 11, 2023

I followed your instruction but I don't see any 'pledge': see attachment 

QuickBooks Team
May 11, 2023

Thanks for getting back to us, cinciripini. 

 

My peer just updated his answer that Pledge is also known as Invoice. You can proceed with the steps to record the membership fees. 

 

That should do it. Please let me know if you need further assistance with this, or if there's anything else I can do to help you succeed with QuickBooks. Have a great day!