DonorWise
Enhanced communication with donors, enhanced ministry credibility...
Session 16: Bank Import

Contents

 


TntWare + QuickBooks

Connect with other ministries that use QuickBooks along with TntWare products such as DonorWise, DonorHub or TntConnect.

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It is our pleasure to provide this software free of charge to help you in your ministry.  We're so thankful for our partners who make this possible!

About TntWare

Syndication

Objective

Overview the bank import process and prepare a bank import file template.

Overview

In many countries, most donations are received by bank transfer or some other electronic means. Since these gifts are often recurring donations, DonorWise has a bank import tool which allows a template to be created. The bank file can be imported, donations identified, and a donation batch created. Depending on the number of donations, the bank import process can save a ministry many hours of data entry every month.

Reference Material

Batch Import Files

Import Profile

Import Batch Assignment

Concepts

Import Profile. The template that is created which allows a bank import to be repeated each month.

Cross References. The assignment of individual lines in the bank file to specific donors and designations.

Derived Fields. A way of converting cryptic bank information into information that DonorWise can recognize.

Note: When a donor gives a donation to multiple designations, those lines must be edited manually after the import and before testing. At this time, DonorWise cannot identify multiple designations in a profile.

Exercises

Create an import profile for the bank file.

Assign cross references and derived fields.



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