Why Post Donations to QuickBooks

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Posting donations directly to QuickBooks eliminates double data entry in moving information from your donor records to your accounting records. You can enter your donations and pledges into GiftWorks and you can post the transactions directly to QuickBooks. You get [...]

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What Posts in GiftWorks Posting Routine

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While the GiftWorks Poster will not post directly into accounting software other than QuickBooks, the poster will create a .csv file of the posted data which you can then import to other accounting programs. Users are able to customize what [...]

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QuickBooks Asks for Posting Authorization

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QuickBooks software contains sensitive data that should not be accessible to everyone, so QuickBooks is protected by security that requires any program attempting to read/update/delete data from the QuickBooks database, to authenticate itself. When GiftWorks attempts to connect to QuickBooks [...]

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Posting on Accrual Basis vs. Cash Basis

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An accrual-based posting will include both pledges and donations. Pledges are recorded as receivables. As the payments come in, then, they are debited against those receivables. A cash-based posting will include donations only (donations include pledge payments). You only record [...]

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Deleted Transactions and Posting

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When you delete a donation in GiftWorks that you have already posted to QuickBooks, QuickBooks does not automatically update your posted information. GiftWorks handles a deleted donation by producing a new transaction that reverses the original transaction. In order to [...]

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GiftWorks crashes after posting to QuickBooks

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Check to see if your copy of Windows is up to date, go to http://windowsupdate.microsoft.com. Once there, you can follow the steps on the screen to check for and install updates It can also be necessary to reinstall VBScript, even [...]

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