Timeline for When to use CiviCampaign vs Financial Types/Accounts
Current License: CC BY-SA 4.0
6 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Nov 14, 2018 at 21:45 | vote | accept | balleyne | ||
| Nov 14, 2018 at 17:06 | comment | added | Joe Murray♦ | I've added some more material on configuring subaccounts in 2. Yes, a separate Financial Type is needed for each subaccount. | |
| Nov 14, 2018 at 17:05 | history | edited | Joe Murray♦ | CC BY-SA 4.0 |
added stuff on how to create subaccounts correctly
|
| Nov 14, 2018 at 7:55 | comment | added | balleyne | Clarification question: Our Chart of Accounts in Quickbooks is setup using that best practice method of subaccounts. What is the best way to handle subaccounts on the CiviCRM side of things, with Financial Types/Accounts? It seems like a different Financial Type would be needed for each subaccount, correct? Thanks! | |
| Nov 13, 2018 at 15:25 | comment | added | balleyne | Thanks, that's very helpful! I think the price set / financial types was a key piece I was missing. | |
| Nov 9, 2018 at 3:28 | history | answered | Joe Murray♦ | CC BY-SA 4.0 |