Donors

Jonathan Marbutt avatar MaryEllen Elliott avatar Mike Frederick avatar
80 articles in this collection
Written by Jonathan Marbutt, MaryEllen Elliott, and Mike Frederick
FAQs - Donors

How can I add a Correspondence to a group of Donors records?

Create Correspondence after an Advance Search
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Written by MaryEllen Elliott
Updated over a week ago

How can I create a list of "Monthly Donors"?

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Written by MaryEllen Elliott
Updated over a week ago

How can I get a list of Donors that have email addresses?

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Written by MaryEllen Elliott
Updated over a week ago

How can I get a list of Donors that do NOT have email addresses?

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Written by MaryEllen Elliott
Updated over a week ago

How do I get my Mailing Labels to print correctly?

What to do when the alignment is off when printing Mailing Labels.
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Written by MaryEllen Elliott
Updated over a week ago

How do I change the Credit Account assigned to a Fund?

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Written by MaryEllen Elliott
Updated over a week ago

How do I change the Fund a contribution is assigned to?

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Written by MaryEllen Elliott
Updated over a week ago

How do I delete a contribution?

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Written by MaryEllen Elliott
Updated over a week ago

How do I enter Baby Bottle contributions?

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Written by MaryEllen Elliott
Updated over a week ago

How do I enter contributions from organizations like United Way?

Using the Sponsored Person field to soft credit a Donor for an organizations contribution.
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Written by MaryEllen Elliott
Updated over a week ago

How do I find a Donor that doesn't show up in QuickFind?

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Written by MaryEllen Elliott
Updated over a week ago

How do I get a list of Donor records labeled "Do Not Solicit"?

Creating a list of Donor records that have the "No Solicitation" box checked.
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Written by MaryEllen Elliott
Updated over a week ago

How do I get a list of Donors who gave to a certain Source?

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Written by MaryEllen Elliott
Updated over a week ago

How do I record fees on contributions received on-line?

Describes how to enter the fees associated with contributions from on-line companies such as eGiving or Star Financial.
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Written by MaryEllen Elliott
Updated over a week ago

How do I refund a contribution?

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Written by MaryEllen Elliott
Updated over a week ago

How do I take a name off the "mailing list"?

Using the "No Solicitation" box on the Donor's record.
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Written by MaryEllen Elliott
Updated over a week ago

Why does a contribution not show up in receipts?

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Written by Jonathan Marbutt
Updated over a week ago

NCOA/CASS Information

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Written by MaryEllen Elliott
Updated over a week ago
FAQs - Donors - QuickBooks

Accrual Errors When Importing to QuickBooks

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Written by MaryEllen Elliott
Updated over a week ago

How do I change the Fund and Source after importing to QuickBooks?

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Written by MaryEllen Elliott
Updated over a week ago

How do I reset the CoolFocus - QuickBooks Import Tool?

When I try to import to QuickBooks, I get a message "Access to database not allowed" message.
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Written by MaryEllen Elliott
Updated over a week ago

I added a Contribution to the wrong Donor in CoolFocus, then imported to QuickBooks. What do I do?

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Written by MaryEllen Elliott
Updated over a week ago

I get a "Run Time error '75' Path/File access error" message when using the CoolFocus Import Tool

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Written by MaryEllen Elliott
Updated over a week ago

I recently upgraded to QuickBooks 2016 or 2017 and get an error message when using the CoolFocus Import Tool

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Written by MaryEllen Elliott
Updated over a week ago

QuickBooks Import Errors

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Written by MaryEllen Elliott
Updated over a week ago

QuickBooks Import Error Messages

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Written by MaryEllen Elliott
Updated over a week ago

What if I run a QuickBooks Import from CoolFocus and the Customer is already in QuickBooks under a different name/format?

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Written by MaryEllen Elliott
Updated over a week ago

What if we want to swap from Cash basis to Accrual basis in CoolFocus?

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Written by MaryEllen Elliott
Updated over a week ago

What is the different between Original Total/Count and Current Total/Count on QB extracts?

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Written by MaryEllen Elliott
Updated over a week ago