Marketing

QBO/CRM Reconciliation

Accordus Process: Reconciling QBO & a CRMshare.vidyard.com Complimentary notes: Pulling from QBO Use donation income account – not just Sales Receipts Pulling from CRM Exclude pledges, non-donations, refunds, and soft credits Save file path Client Name > Database > YYYY Year-end Statements Naming files Client Name YYYY Reconciliation YYYYMMDD System Formatting QBO file Delete merged

QBO/CRM Reconciliation Read More »

Print Projects Process

Print Coordinator: Katie Gleeson DO THIS FIRST: Watch this quick walkthrough of how to launch a print task.   Overview of Process: Watch video above On your client’s main page in TW, click the “+ Add Task List” purple button. Name the task list “PRINT” and select the “Print Project” template. Click “Add Task List.” Next you’ll

Print Projects Process Read More »

Top