@gaclay wrote:
I also work for a non-profit arts group using QBO. Our most frequent activity that I need to track is classes or workshops. We have been using the Class field on both expenses and income to see all the items associated with a particular workshop. But with the new data limits coming (limit of 40 classes), this isn't going to work any longer. Projects seem like the logical tool, but I don't see how I can create a project for the workshop, and then associate both expenses and income from multiple customers (persons paying for the workshop) for that one project.
(We're hitting this limit because we recently migrated from desktop to online QB.)
Projects won't work because a project is for one customer.
You can only have 40 active classes at any time, so you can deactivate Classes no longer being used. The data associated with the class is still there and you can still run reports. You just can't use the class in a new transaction. If you have more 40 active classes at any time, then you have a problem.
Another option is to create a new Customer for each workshop, and have the attendees as sub-customers. This will work best if you have new attendees at every workshop, and they don't repeat a lot
