Questions tagged [bookkeeping]

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What does the option “Always post to Accounts Receivable” in CiviContribute do?

In the settings page of the CiviContribute module, there is the option "Always post to Accounts Receivable?" which can be activated or de-activated. I have searched through the documentation and ...
3
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1answer
62 views

How to fix Bookkeeping Transactions Report so it doesn't show redundant transactions (e.g., for changed Payment Method)?

If you change the Payment Method on a contribution, e.g., from "Credit Card" to "Check" for a $10 contribution, CiviCRM will leave the existing transaction record in place, and add two more ...
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3answers
58 views

Bookkeeping report that includes grouping by deposit and Line Item Totals

We are using Civi 4.6.18 WordPress 4.7.1 iATS is our paymentprocessor. All donations use Price Sets so we use Line Items for our reports Is there a way to get a report that groups Contributions ...
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2answers
57 views

Financial Softwares to use with CiviCRM

What is the best software to use with CiviCRM? I've been using Quickbooks premier 2015 which has no option to import transactions. Are there Quickbooks versions that allow for transaction import?