Accounting Code Data Entry and Reporting

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Community > Contacts > Donations Tab > Accounting Code

When entering Donations, use the Accounting Code field to designate where the monies  are going in your Accounting Program.

If you are not using the integration with QuickBooks, which sends Every Individual Transaction to QuickBooks, consider running a report of Accounting Code TOTALS to help with your manual reconciliation with QuickBooks or another accounting program.

The Accounting Code field is useful for running reports to help reconcile with your Accounting program.

Relevant Links:

QuickBooks integration videos
Donations Received Report

Last Updated On July 30, 2018