How to LINK Contribution Funds to Checkbook Internal Accounts for Deposits

  1. From the Checkbook screen, click Setup and then Deposit Fund Links.
  2. Donation Funds (from Contributions screen) will be listed on the left half of the window.
  3. Internal Accts (from Checkbook screen) linked to each Fund will be shown on the Right half of the Window.
  4. Click the Internal Acct Link Row/Column to select an Internal Acct Link.
  5. A list of Internal Accounts will appear. Double click on an Internal Account to set the Link.
  6. Click the X button when finished linking.
For more information see:
Auto-Post Fund Link Setup
Back to Questions