Contributions entries

I have a entry question: we normally Deposit higher amount donations directly into QuickBooks...but their personal info...name address etc...in Tessitura with a new Development person coming in...she wants to pull up the constituents in Tessitura and see the donations... we are looking for a way to keep those deposits going into QuickBooks but also adding them into the contribution tab in tessitura to collect the dollar amount as DATA WITHOUT it hitting the bank account a second time... any suggestions?
  • Thanks I was telling them the only way is to take the actual payment thru Tessitura...sounds good.
  • Use/Create different Payment Method perhaps.   This would also let you reconcile between Tessitura and Quickbooks – right?

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Curtis Bellfy
    Sent: Friday, May 05, 2017 3:47 PM
    To: McKinley, Leslie <LMcKinley@nycitycenter.org>
    Subject: [Tessitura Development Forum] Contributions entries

     

    I have a entry question: we normally Deposit higher amount donations directly into QuickBooks...but their personal info...name address etc...in Tessitura with a new Development person coming in...she wants to pull up the constituents in Tessitura and see the donations... we are looking for a way to keep those deposits going into QuickBooks but also adding them into the contribution tab in tessitura to collect the dollar amount as DATA WITHOUT it hitting the bank account a second time... any suggestions?




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  • One way to do this is to create a new payment method that will not charge their card.

     

    Also, if quickbooks is your first entry, there may be a reporting and importing function from Quickbooks to Tess. You might check with your DBA or Tess Consulting.

     

    Thanks,

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Curtis Bellfy
    Sent: Friday, May 05, 2017 2:47 PM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: [Tessitura Development Forum] Contributions entries

     

    I have a entry question: we normally Deposit higher amount donations directly into QuickBooks...but their personal info...name address etc...in Tessitura with a new Development person coming in...she wants to pull up the constituents in Tessitura and see the donations... we are looking for a way to keep those deposits going into QuickBooks but also adding them into the contribution tab in tessitura to collect the dollar amount as DATA WITHOUT it hitting the bank account a second time... any suggestions?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!