Recording Donations in Your General Ledger
Step 1: Generate a Batch Report
Run a given batch.
If it balances and looks good, mark it Closed.
If no, fix any issues and then mark it Closed.
All online batches will automatically be generated and grouped together to match deposits 1:1.
Step 2: Post to QuickBooks
If you use QuickBooks Online, each batch can be created in QuickBooks Online nightly for your approval. It will automatically mark the batch in TouchPoint reconciled and also populate the Reference ID with the QuickBooks Batch ID.
For other versions of QuickBooks, you can run this report to get the totals for recording.
Managing Donations
Scanning Checks
Updating Recurring Gifts
...