Add Pledged Amount to Import Type: Account Information with Single Gift import fields

As a non-profit counseling office, we include client session fees as well as donor donations in our eTapestry accounting. Each client session fee is entered as a pledged amount and received amount, so that we can see if their account is current. I recently started importing this information from QuickBooks Online to eTapestry, but not being able to import the Pledged Amount along with the Received Amount means I have to go back in and manually edit each of the journal entries I have imported. This would be such a huge time saver to be able to import the Pledged Amount at the same time.

  • Guest
  • Dec 28 2020
  • Attach files