Posted on 2010-08-16
I am planing to organize my quickbooks file.
I would like to start using Classes, job types, customer/donor types.
This is a snapshop of my organization, please any comments and suggestion on how to implement types are welcome
We are a non profit organization and receive donations from board members, natural persons, pharmaceutical companies, etc
We host few events during the year that generate revenues like: chess tournament, Christmas campaign, Annual report, etc.
and we offer different services.
My approach is as follow
Classes to organize different services we offer (research, advocacy, science, technology)
Job types to organize the evenets, so i can see which one generates more revenue
Customer types, to classify where my donations are coming from (natural person, companies, pharma, goverment, etc)
what do you think, please advice