Entering multiple etransfer donations

Hi there, 

Glad to have you join the Community. I'll be happy to steer you in the right direction so you can achieve your QuickBooks goals.

In order to accomplish the goal you've reached out about, I recommend looking into using a third-party apps. You can search for apps on our app store www.apps.com. While I cannot recommend specific apps, this thread will be available for other users to chime in. I recommend choosing an app that suits your business needs based on the app description/reviews.

 In the meantime, feel free to ask other questions. I'll be here to help.

My biggest concern is that apps want you to use the batch entries and those do not seem to do what I need it to.  The batch entries don't seem to use the undeposited accounts.

I see what you're saying. Would you benefit by having the option to batch re-categorize the transactions once uploaded into QuickBooks?

What I actually need is to enter sales receipts/donations with all the information that I can put in using the sales receipts window (customer, class, date, payment method, item, description and amount) and have it go to undeposited funds.  But I'd like to be able to do this in an easier way (possibly batch entries) than doing each individual etransfer in sales receipts and then each individual deposit.  Sometimes etransfers go to one class, or multiple classes, so undeposited funds are necessary.

What seems to happen in the batch entries (under deposits) is that it goes directly into the account without going through undeposited funds, and it does not allow me to enter a description (this is where I put the ref# or name of the person sending the etransfer). On top of that, when I went to search for a specific etransfer, the ones I tried weren't there.

I thought I might be able to do it using bank feeds and have QB create the etransfer sales receipts using the bank feeds but that doesn't seem to be an option.  Maybe I'm missing something there?

I see what you're saying. Since the function you've described isn't available in the program, I recommend sending feedback about this to our product developers. You can send feedback by clicking on the Gear icon and looking for Feedback. In the meantime feel free to ask other questions. I'm here to steer you in the right direction. 

I don't see the gear icon anywhere.  Is there another way to send feedback?  I tried through QBE but it wouldn't let me do it that way.

Could I have you click on the Help menu and look for Send Feedback Online?

That's what I did in QBE and it said it couldn't send it.

Hi angel2infinity,

You can submit a suggestion to our Development Team by following these steps;

1. Click on Help 

2. Hit Send Feedback Online 

3. Select Product Suggestion.  A pop-up window displays.

4. Enter your suggestion

5. Click Send Feedback.

Feel free to reach out again, if you have other questions.  We would be glad to Assist!

As stated already, I have tried that and it doesn't work.  Once I hit submit it doesn't go through and I get an error.

Thanks for trying that. At this point, I recommend getting in touch with our support team so they can assist you further while sharing your screen. You can reach out by dialing 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST. You're welcome to keep me posted on how you make out. I'll be on standby.

Thank you.  I kept trying and I was finally able to get that to work this week.

I hope they take my suggestion because entering so many etransfer individually is very time consuming.