Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
A
angel2infinity
February 11, 2025
Question

Entering multiple etransfer donations

  • February 11, 2025
  • 12 replies
  • 8 views

Hi

I am looking for a way to batch enter e-transfer donations.

We get about 50+ donations via etransfer per week and it's a long process to enter each sales receipt with details and then deposit each one (we use undeposited funds). 

 

I looked at batch entries and the only option seems to be 'deposit' and it doesn't seem to really work the way it needs to.  I tried a couple of etransfers and 1) it doesn't let me put it into undeposited funds 2) when I look back through sales receipts/donations under etransfer I don't see those transactions so it seems to skip a step? Although "E-Transfer" is technically a 'customer', this payment is not for an invoice.

 

I would love to save a ton of time and find a way to bulk enter these.

12 replies

J
JamesM4
Level 6
February 11, 2025

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.

A
angel2infinityAuthor
February 11, 2025

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.

 

A
angel2infinityAuthor
February 11, 2025

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?

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement