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Buy nowNo profit organization using desktop for years to track donations and expenses. I migrated my data. In desktop I created the donation and then batched them into a deposit. In online I was told to just create the deposit but identify the donors etc. But now I am generating my year end tax letter report and the numbers are off. No donations made since I migrated is showing.
What I see:
Product/Service in the desktop was "Individual Contribution" but the online deposit process does not have a place to select that.
The account I used on the desktop version was "unprocessed funds" on the online deposit process It did not have that option so I selected the revenu account of "Donations"
Either of the