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Kingskid33
February 20, 2023
Question

Online giving and Quickbooks Non-Profit

  • February 20, 2023
  • 3 replies
  • 0 views

Our church leaders have asked me to research online tithing/giving.  I've looked at several options but wondered if anyone in the community would be willing to give a recommendation.  Also, I'd love to know how you get the information from the online giving over to Quickbooks.  Is it a manual process or is there an integration piece that automates the entries? Any information or suggestions you can offer would be greatly appreciated.  

 

Thank you!  

3 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
February 20, 2023

Which QB Desktop year version do you run?

What do you mean with "online tithing/giving"? Do you need to receive tithing/giving through your website or something else?

LieraMarie_A
LieraMarie_A
February 20, 2023

Hi there, @Kingskid33. Thanks for reaching out to us here in the Community!

 

I'd love to help. However, I'd need to ask for more details about your concern. As Fiat Lux - ASIA asked, are you receiving donations through a website? We'd appreciate any additional information you can provide.

R
receiptqueen
February 20, 2023

I do bookkeeping for my church. I haven't found anything that just automatically integrates the transactions. We accept giving through our website (and clover online payments). Since those credit card transactions are direct deposited into the bank they can be added simply by going to bank feed and syncing transactions. We also accept Venmo. Once a week I go into Venmo and transfer the money. Then in QuickBooks I enter a deposit to match the Venmo transfer just as if I had carried the money to the bank myself. I find Venmo the cheapest and easiest solution. (I got a second phone number on my phone using an app. This 2nd number is dedicated to the church Venmo account. My personal Venmo is tied to my own personal phone number). 

M
Maybelle_S
February 20, 2023

Hello there, @receiptqueen.

 

In QuickBooks Online (QBO), you can create bank rules. This way, it'll automatically categorize transactions for you. The more QuickBooks uses your bank rules, the better it gets at categorizing. After a while, it can scan transactions and add details like payees. 

 

For more details, I suggest checking this article's Optional - Create rules to categorize transactions section: Add and Match Bank Feed Transactions.

 

I'd like to share this reference that you can check out to guide you in managing your bank transactions with smooth reconciliation: Categorize and match online bank transactions in QuickBooks Online.

 

I've got some articles that will help manage your bank feeds:

 

 

You can always find me here if you have any other questions about this or with QBO. I'll be around for you. Take care.

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