Skip to main content
A
angel2infinity
February 11, 2025
Question

Entering multiple etransfer donations

  • February 11, 2025
  • 1 reply
  • 0 views

Hi

I am looking for a way to batch enter e-transfer donations.

We get about 50+ donations via etransfer per week and it's a long process to enter each sales receipt with details and then deposit each one (we use undeposited funds). 

 

I looked at batch entries and the only option seems to be 'deposit' and it doesn't seem to really work the way it needs to.  I tried a couple of etransfers and 1) it doesn't let me put it into undeposited funds 2) when I look back through sales receipts/donations under etransfer I don't see those transactions so it seems to skip a step? Although "E-Transfer" is technically a 'customer', this payment is not for an invoice.

 

I would love to save a ton of time and find a way to bulk enter these.

1 reply

J
JamesM4
February 11, 2025

Hi there, 

 

Glad to have you join the Community. I'll be happy to steer you in the right direction so you can achieve your QuickBooks goals.

 

In order to accomplish the goal you've reached out about, I recommend looking into using a third-party apps. You can search for apps on our app store www.apps.com. While I cannot recommend specific apps, this thread will be available for other users to chime in. I recommend choosing an app that suits your business needs based on the app description/reviews.

 

 In the meantime, feel free to ask other questions. I'll be here to help.

A
angel2infinityAuthor
February 11, 2025

My biggest concern is that apps want you to use the batch entries and those do not seem to do what I need it to.  The batch entries don't seem to use the undeposited accounts.

 

J
JamesM4
February 11, 2025

I see what you're saying. Would you benefit by having the option to batch re-categorize the transactions once uploaded into QuickBooks?

Terms & ConditionsAccessibility statement