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4 votes

Adding columns to Accounting batch (iif & csv)

I am not if anyone has done this before but you can use combination of hook_civicrm_batchItems and hook_civicrm_batchQuery to add columns in csv files. I don't think there is any easy solution to add ...
Pradeep Nayak's user avatar
4 votes

Unable to add financial account

This was due to the exception thrown on an AJAX pop. A fix has been raised for it at https://github.com/civicrm/civicrm-core/pull/10651. Hopefully it will be a part of 4.7.23 release.
jitendra - fuzion's user avatar
3 votes
Accepted

When to use CiviCampaign vs Financial Types/Accounts

A few points: The system creates a financial account automatically when you create a financial account, so there's not much extra effort. You will want to edit the financial account to put in the ...
Joe Murray's user avatar
  • 6,741
3 votes
Accepted

Is there a way to interface CiviCRM with QuickBooks Online?

Agileware has developed a CiviQuickbooks extension - in this case "Quickbooks" means "Quickbooks online".
Jon G - Megaphone Tech's user avatar
3 votes

Which accounting software is compatible?

There is a batch export in csv that works for many packages, a .iif that works for QuickBooks desktop, an extension that integrates with QuickBooks online Australia, and an extension that supports ...
Joe Murray's user avatar
  • 6,741
3 votes
Accepted

Report for Unbatched Contributions

I found the solution by changing two lines of PHP for the Contribution Detail report (CRM\Report\Form\Contribute\Detail.php) and putting it in our Custom PHP directory. The filters section for the ...
Allen Hutchison's user avatar
3 votes

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

You can create an extension that would export in your format. Here is an example of similar requirement. https://github.com/JMAConsulting/biz.jmaconsulting.greatplains You can use this extension to ...
Pradeep Nayak's user avatar
2 votes

Connecting Civicrm to Quickbooks classes / subclasses

We use Civi & QuickBooks. Our QBs is only used for accounting. If we need to see donation details, we look in Civi. We do not record contribution detail in Quickbooks. We do not see a need to have ...
Iowa Boy's user avatar
  • 2,388
2 votes

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

Thought of a few more important things: I would map the BigCartel transaction ID to invoice ID and the payment processor transaction ID to the transaction ID field in Civi - this will preserve ...
Tamar Meir - Cividesk's user avatar
2 votes
Accepted

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

@DanielJames Thanks for your clarification. Since you will be importing historical data and using an IPN to capture future sales information, I don't think you need to use price sets at all. ...
Tamar Meir - Cividesk's user avatar
2 votes

How to prevent selecting the wrong file format?

[Old question, but may still be relevant] A quick but hacky option would be to comment out the IIF line in $optionTypes in CRM_Financial_Form_Export::buildQuickForm() A better option would be create ...
Aidan's user avatar
  • 13.5k
2 votes

Comptability support

Trying to provide some answers: Depends on what you mean by support for accounting, can you define that in a little more detail? CiviCRM can store contributions, event fees and membership fees and ...
ErikH - CiviCooP's user avatar
2 votes

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

Date Received as in date on the cheque (i.e. the date that someone started giving you the funds) works just fine. All our larger organizations/clients do just that. I would recommend against making ...
KarinG - Semper IT's user avatar
2 votes
Accepted

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

CiviCRM 4.7 have accrual integration where you can specify Revenue recognition for a contribution. You can enable the 'Enable Deferred Revenue' setting by navigating to CiviCRM >> Administer >> ...
Pradeep Nayak's user avatar
2 votes

Can we disable the "Record payment" button on contributions?

Once can find payments for contribution by clicking on Amount from Contribution result. The section which appears after clicking on amount shows all the payments against the contribution. I believe ...
Pradeep Nayak's user avatar
2 votes

When did IIF amount formats change and how can I get it back to old format?

There's been some changes to support php 7.4 which doesn't have money_format() and also some work towards locales. Most likely that's the cause. I'd open a lab ticket. I'd guess this line needs to be ...
Demerit's user avatar
  • 23.2k
2 votes

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

There is probably a bug in storing the settings for this option, which prevents it from having any effect. See also here.
Joachim's user avatar
  • 509
2 votes

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

Likely due to this issue. Looks like there is a PR to correct this with a milestone of 5.4.0, so I guess this problem persists in the current 5.2.1 release.
BobS's user avatar
  • 739
2 votes

Which accounting software is compatible?

We have built an integration package with Xero which is available and explained here. Xero is available in Australia. The integration means that both Contacts and Transactions can be pushed or pulled ...
petednz - fuzion's user avatar
  • 28.3k
1 vote

How to set up Accruals Accounting/Deferred Revenue?

There is probably a bug in storing the settings for this option, which prevents it from having any effect. See also here.
Joachim's user avatar
  • 509
1 vote

Trouble authorizing agileware.civiquickbooks

I see Steve did open an issue on their github at https://github.com/agileware/au.com.agileware.civiquickbooks/issues/3 which is now set as Closed with the response from the developers (AgileWare) ...
petednz - fuzion's user avatar
  • 28.3k
1 vote

Is there a way to interface CiviCRM with QuickBooks Online?

JMA Consulting is interested in providing an extension which would implement this service. I will contact you directly about this so we can work up a spec and scope the work on http://wiki.civicrm.org....
Joe Murray's user avatar
  • 6,741
1 vote

Connecting Civicrm to Quickbooks classes / subclasses

I think I have a method that solves 90% of what you're trying to accomplish. Firstly though, I think the reason that some nonprofits want to have the full information in quickbooks is (1) so they can ...
Yona's user avatar
  • 131
1 vote

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

I have an example for you. First I override the core query with my own one in the batchQuery hook: function xchangewinbooks_civicrm_batchQuery(&$query) { CRM_Xchangewinbooks_Export::batchQuery($...
ErikH - CiviCooP's user avatar
1 vote

Payment Instruments Financial Accounts

Go to Administer->CiviContribute->Financial Accounts and click on Add Financial Account. You will also need to go to Administer->CiviContribute->Financial Types and set up an In-Kind Financial type to ...
frTommy's user avatar
  • 1,411

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