Contributions

Learn about online giving as well as how to track contributions and pledges for your organization.

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35 articles in this collection
Written by Jorge
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What is a batch?

Describes what a batch is and when one is created.
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Written by Jorge
Updated over a week ago

How do I create a batch?

Describes how to create a new batch.
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Written by Jorge
Updated over a week ago

How do I edit an existing batch?

Describes how to edit an existing transaction batch.
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Written by Jorge
Updated over a week ago

How do I close/reopen a batch?

Describes how to close a transaction/contribution batch.
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Written by Jorge
Updated over a week ago

What batch reports are available?

Explains what the available batch reports are and how to run them.
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Written by Jorge
Updated over a week ago

How do the online giving automatic batches work?

Explains how batches are created from contributions submitted through the giving portal.
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Written by Jorge
Updated over a week ago

What are unmatched contributions?

Describes what unmatched contributions, how they occur, and how to handle them.
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Written by Jorge
Updated over a week ago

How can I view open and pending batches?

Describes how you can view batches of all statuses.
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Written by Jorge
Updated over a week ago

How do I delete a batch?

Describes how to delete a batch.
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Written by Jorge
Updated over a week ago

How do I add contributions?

Describes how to add or import transactions/contributions.
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Written by Jorge
Updated over a week ago

Can I download a PDF of a batch?

Describes how to download a PDF of the transactions on a contribution batch.
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Written by Jorge
Updated over a week ago

How do I import transactions into QuickBooks?

Describes the steps to import transactions into QuickBooks Online or QuickBooks Desktop application.
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Written by Jorge
Updated over a week ago