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Questions tagged [accounting]

The tag has no usage guidance.

2
votes
2answers
25 views

How to ensure end-of-period donations are recorded in the correct fiscal year?

Suppose an organization's fiscal year ends December 31st, 2018. Organizations which operate on an accrual rather than a cash basis (most, in my experience) would recognize a check dated December 30th, ...
2
votes
1answer
27 views

Can we disable the “Record payment” button on contributions?

I've finally just now noticed the ability to record multiple separate payments on contributions in the back-office area, using the "record payment" button. I didn't realize it, but according to https:...
2
votes
0answers
12 views

Trouble authorizing agileware.civiquickbooks

I have been trying to connect CiviCRM and QuickBooks Online using the extension from Agilware. I have followed the instructions (I think) but can't get past the authorization. I have entered the ...
2
votes
1answer
22 views

Three self-canceling financial transactions for a single recurring contribution?

For recurring contributions, I am getting unusual results in the civicrm_financial_trxn table. Three very similar entries are created for each contribution, two of which cancel one another out. Am I ...
2
votes
2answers
73 views

Which accounting software is compatible?

I was wondering what accounting packages, if any are compatable with CiviCRM. I'm in Australia also if that helps.
3
votes
1answer
26 views

How to prevent selecting the wrong file format?

When you close an accounting batch, you are asked if you want the exported file in IIF or CSV. We export to CSV every time since we don't use Quickbooks. Just now, however, our office manager ...
0
votes
1answer
36 views

Comptability support

New here, trying to know more about CiviCRM ! Is CiviCRM (and/or its extension)providing any support in terms of accounting for NGOs ? If we already have a website on wix, is it possible to integrate ...
0
votes
2answers
96 views

Unable to add financial account

I have run into an issue and I'm not sure if it's a bug or if i'm not understanding how Civi is using the Financial Accounts. I have created a new account relationship called "Fund" in the option ...
4
votes
2answers
118 views

Is there a way to interface CiviCRM with QuickBooks Online?

We can probably use the existing QB interface to manually export accounting batches from CiviCRM and then import these in QBO, but I am specifically looking for a solution that would use QBO's RESTful ...
1
vote
1answer
29 views

Report for Unbatched Contributions

We use Civi accounting batches to export our contributions to an external accounting program. The office manager has asked me to create a report (in Drupal or Civi) that will show all contributions ...
2
votes
2answers
73 views

Sanity check for adding customer (sales) data to database with donations data

I am importing a large amount of customer data for a charity's shop into CiviCRM. Of course we would like to be able to use this data alongside existing data from donors and contributors. I have made ...
5
votes
1answer
73 views

CiviXero - what's the status? [closed]

I'm looking to hear from users of Eileen's excellent CiviXero extension! 1) Do you have any active bugs with CiviXero? Instances of data not being updated in Xero or Civi when they should be? 2) Is ...
1
vote
0answers
90 views

Connecting Civicrm to Quickbooks classes / subclasses

I have three organizations that use Quickbooks and some other process to track contributions. I would like to encourage all of them to move to Civicrm. (They are currently using out-of-date MS ...
1
vote
1answer
56 views

Fatal error when exporting accounting batch to CSV in 4.7

Using Civi 4.7.2 (and then on 4.7.3; I thought I needed to upgrade to fix) with Drupal, I get the following error when I try to export an accounting batch to CSV: Fatal error: Call to undefined ...
4
votes
2answers
73 views

I hacked core and know I shouldn't (How do I use hook_civicrm_batchItems?)

I need to adjust the CSV accounting batch export format for our accounting software. The CSV needs to be only four columns: Envelope number (a custom field which corresponds to our accounting ...
0
votes
2answers
56 views

Payment Instruments Financial Accounts

I have a client with a new In-Kind Payment Instrument and we want it to to go to their In-Kin Financial Account. This is not one of the options how/can we do this? Thanks!
4
votes
3answers
117 views

How to recording financial classes in addition to financial types in a contribution?

We have been using CiviCRM's 'Campaign' functionality as a way of assigning additional information to contributions. It's how we have made CiviCRM more compatible with our Quickbooks, which makes ...
1
vote
1answer
30 views

How to alter the InvoiceID/ContributionID count

I'm wondering if is possible to alter the current Contribution_ID start count. The invoice prefix is set to "INV" so when viewing a contribution I can see the invoice ID like INV76, I guess the ID ...
5
votes
3answers
186 views

What should be synced to an accounting package from civicrm?

My church uses Aplos Accounting. It's a web-based accounting package aimed at non-profits (www.aplos.com). They have recently implemented an api (www.aplos.com/api). I am interested in doing some ...
5
votes
1answer
67 views

Notification of address change (for external accounting software)

Our office manager uses an older external software program for all our accounting and issues tax receipts from that program. At present, we are not using CiviCRM for contributions. We have the ...
4
votes
1answer
175 views

Can the Xero accounting package be integrated with CiviCRM?

What degree of integration is there between Xero and CiviCRM?
1
vote
2answers
74 views

How to model and report on unintentional underpayment and overpayment?

The type of underpayment or overpayment I have in mind is as follows. An organisation signs up for a membership valued at £100, opting to pay later. So there's a pending pay-later contribution for £...
1
vote
1answer
122 views

For my situation, what accounting package would fit with CiviCRM? [closed]

I have civiCRM 4.6 installed on Drupal 7, and I'm looking how this fits together with any reasonably well known accounting package for either international or USA accounting systems. In the latest ...
3
votes
2answers
75 views

How can I change what data gets exported using the Accounting Batches feature?

I want to use the accounting batch feature to group together and export transactions data so that I can them import that data into my accounting system (Xero). But Xero has a strictly defined ...
4
votes
2answers
751 views

What's the difference between a pledge and a recurring donation?

What's the difference if I set up a recurring payment for $100/month versus a pledge for $100/month? Why should I use one method versus the other?
4
votes
1answer
39 views

Can I use different financial types for membership registrations and renewals without losing functionality?

This page http://book.civicrm.org/user/current/contributions/setup/ mentions Be careful when editing core Financial Types or adding new types, because CiviCRM has useful built-in functionality ...
1
vote
1answer
49 views

How to manage a scholarship fund?

I'm on a project where the organization receives corporate donations to offer scholarships for their summer arts camps. When eligible students are found, their event registrations are paid via ...