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JSJ1
Level 1

How to enter donations in bulk on Quickbooks Premier Non Profit Edition 2018?

Can I enter donations in batch on Quickbooks? I have all the details in excel. I use the Donations module to individually record donations received currently. 

3 Comments
Fiat Lux - ASIA
Level 15

How to enter donations in bulk on Quickbooks Premier Non Profit Edition 2018?

Utilize the trial period of these 3rd party tools to import the data in bulk

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

You may prepare the template like this

As for Receive Payment (i.e againts Invoice/Pledge)

 

CustomerCheck NumberTransaction DatePayment MethodMemoApply to Invoice (blank auto-applies)AmountDeposit ToDiscount AmountDiscount AccountDiscount ClassAR AccountExchange Rate
Anne's Bakery12301/11/2020Check 10010000Checking     
John's Barber Shope99901/11/2020Check 101500Checking     

 

or as for Sales (i.e Donor) Receipt with the provided template 

 

JSJ1
Level 1

How to enter donations in bulk on Quickbooks Premier Non Profit Edition 2018?

Thank you so much for your reply. I downloaded the Saasant trial. However, I am unable to get the fields for donation receipts in any of the templates. I need to populate below:Capture.PNG

 

Fiat Lux - ASIA
Level 15

How to enter donations in bulk on Quickbooks Premier Non Profit Edition 2018?

The standard template of Sales Receipt should be like this

CustomerTransaction DateRefNumberPayment MethodCheck NumberClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceDeposit ToIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100Check123  Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000Checking             Non
Anne's Bakery01/09/2020100Check123  Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50Checking             Non
John's Barber Shope02/09/2020101Check89  Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500Checking             Non

 

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