How do I post Deposits for online contributions/donations?


Note: Post Contributor Donations BEFORE posting the Deposit into the Checkbook. This will streamline the process.

Post the Deposit

  1. Start a new Deposit entry.
  2. Set the Deposit Date
  3. View Donations made online for the desired Date Range. (usually the Deposit Date)
    • If Contribution Fund Totals information box is not visible, then click the SHOW FUND TOTALS button.
    • Click the left Date and set it to the Deposit Date. (or 1st date in range)
    • Change right date if needed.
    • Click the ELECTRONIC type
  4. Click the AUTO POST button
  5. Option: To show the Fees as expenses rather than adjustments to income:
    • Double-Click the EC column on the row that contains the Fees.
    • Choose the applicable Expense Category, Group and Account.
  6. Save the Deposit. (Click Save Changes)
For more information see: