I have lots of questions about Constituency Codes and how other people use them. I have rarely used them for reports, with the exception of Board reports, but have very recently discovered that others in my organization use them regularly for that purpose. I found myself having to redo a series of 10...

Raiser's Edge is not accounting software. This information is kept by m your accounting department in whatever software they use (FE, Quickbooks, Great Plains, etc). RE should not be tracking distributions out of a fund at all - only donation income. Your finance office is presumably moving the money...

We'd like to hear your current processes for transferring gift information from The Raiser's Edge to your Quickbooks accounting package. Are you using the Post to the GL option in Administration to create a post file (in Excel or another format)? Are you providing reports to Accounting for those...

I was wondering is anyone has had experience with integrating Raiser's Edge data into Quick Books. We have successfully created and export file in Excel, but for some reason our bookkeeper is having trouple importing it into Quickbooks. Roger Kjos, Mercer Island, Washington.

I need to speak with an organization using Raiser's Edge in conjunction with QuickBooks. Our guild (volunteers raising funds primarily through events) maintains QuickBooks for their financial records but seems intent on also utilizing it rather than Raiser's Edge. I have only worked on the fundraising...

We recently upgraded our RE to 7.84.1720.0. At the same time, we upgraded from QuickBooks 2003 to QuickBooks Premier Industry Edition, Nonprofit 2008. The license for this new QB version is for 3 users. Before we upgraded both softwares, I could easily post to QuickBooks from RE each month and it was...

[quote user="Becki Allen"]We use Quickbooks for our accounting. We have to connect it through the GL Distributions tab when we create a new fund. Becki Allen Manager of Development & Information Resources Caris Pregnancy Clinics & Prevention Services 4811 Emerson Ave., Suite 110 Palatine...

We use QuickBooks for our accouting system; however, all the numbers match from RE. I generate a Cash Receipts Journal report to reconcile. If you are looking to keep all the information in RE I would think creating records for those other line items would work for income.

Good question! The only problem it causes is that, since our volume is very, very low, we only do transfers once a quarter from our PayPal account to our bank account. When I do the transfer, and it hits the bank account, the ED has forgotten about what they were for, so has to bug me for details. So...

At my organization, I am the person takes care of donations. The process for us is that I am given the checks that come in the mail every day and I date stamp all of the envelopes and write the Appeal & Fund of the donation on the envelope as well. Then, once a week, the checks are all copied and...