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Add a New Church

Bradley
Updated

 

There is a standard process to prepare another church for inclusion in an existing Ministry Connect instance.

 

Step 1: Create the Church as a campus. This name will appear in many places so it should be entered with spaces as you would like it to appear in picklists and reports.

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AdminCampus.png

AddCampus.png

 

Step 2: Create the unique Account Code for the church. This will be used to query and report on transactions specific to this new church.

 

AdminAccountCodes.png

 

NewAccountCode.png

 

Create Role

 

Step 4: Create the unique Funds for the church. This will be used to query and report on transactions specific to this new church.

 

AdminFunds.png

 

FundAdd.png

 

FundID.png

 

[FUND SCREENSHOT]

 

Step 5: Request a new TouchPoint Giving payment gateway.

[INSERT DETAILS]

AddPaymentGateways.png

 

PaymentGateway.png

 

Step 6: Create the Online Giving form

 

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[INSERT ONLINE GIVING DETAILS]

 

OnlineGivingCommunications.png

 

Step 7: Connect with QuickBooks Online.

Share ID and Secret

Clone script.

 

Step 8: Create Reports.

 

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