My nonprofit exports donations from DonorPerfect for income posting. They come in as journal entries. How can I connect a JE for income to a project/grant I created?

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Candice14

Level 8

Good afternoon, @NonprofitWorkerBee.

It's great to see a new face here in the Community.

The only way this would be possible, is to ensure that you correct your journal entry including the customer/project being selected on it.

For future reference, here's a guide that can provide additional details: Invoice customers for project expenses.

I'm only a post away if you have any other concerns. Wishing you and your business continued success!

NonprofitWorkerBeeAuthor

Hi Candice

Thanks for responding. I went into the Journal Entry and was able to connect it to the donor/customer name but I don't see a way to connect it to the project and it does not show when I pull up the project. What am I doing wrong?

(you included a link for invoicing for expenses but I don't have any problems with expenses, I am having trouble connecting the income to the project).

DMH Foundation

We are new to DonorPerfect and are considering connecting our QuickBooks. It seems the transactions post directly to the journal in QB? Is there no way for those to post in a batch?

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