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I was trying to edit an RC. It looks like the RCs are now GL Funds. How can I edit a name?
Edit the description?
Hi Nancy, There is now a "GL Accounts" screen and a "GL Funds" screen in the "Accounting" section of the screen list. There you can edit the Code or Description.
I am also trying to integrate to QB online but I can't figure out how to configure, I am connected but get an error code. Do I need to edit GL account and GL funds? If so, what do I edit them to be?
For DonorWise to connect with QuickBooks, it requires that DonorHub is first connected. This would be an additional $35/month, for the "Account Report" option (added to your DonorHub contract). With this added, you'd have two benefits: 1) Your Staff Portal could also report on income/expense/balance info from QuickBooks, and 2) DonorWise would gain the ability to link to QuickBooks for posting batches as journal entries. Reach out to me via email (troy@tntware.com), if you'd like to add this option your DonorHub agreement.