As a new DonorSnap user, there are a number of Set Up considerations in the beginning, to optimize the use of your new site. Click on the images below for more information.
Continue reading “Getting Started – Set Up Checklist”Mass Update the QBCustomer Code
Video Outline
- Choose you QuickBooks Online Integration Method: General Ledger Only or General Ledger and Donor Detail
- Manually enter your QB Customer Code for each contact
- Use Excel Import to upload a spreadsheet of your QBCustomerCodes in bulk
QuickBooks Online Integration Setup Guide
DonorSnap is able to integrate your database with your QuickBooks Online account. This integration requires some setup before it can be used the first time, but after it has been configured, donations can be easily sent to QuickBooks in batches. If you are using the installed desktop version, read the QuickBooks Desktop Integration Setup Guide. Continue reading “QuickBooks Online Integration Setup Guide”
QuickBooks Desktop Integration Setup Guide
DonorSnap is able to integrate your database with your QuickBooks Desktop account. This integration requires some setup before it can be used the first time, but after it has been configured, donations can be easily sent to QuickBooks in batches. If you are using the online version, read the QuickBooks Online Integration Setup Guide. Continue reading “QuickBooks Desktop Integration Setup Guide”
Site Setup – Screen Layouts
Customize your Grid Layouts for all users under Maintenance > Site Setup > Field and Screen Customization > Screen Layouts tab
Customize your individual USER grids under Home > User Settings
Site Setup – Affiliation Setup
Maintenance > Site Setup > Field and Screen Customization > Affiliation Setup
Affiliations are used to link Contacts together that have a shared relationship (Affiliation) – neighbors, parent/child, cousins, etc. Customize the affiliations relevant for your organization. Continue reading “Site Setup – Affiliation Setup”
Site Setup – Additional Site Options
Maintenance > Site Setup > Additional Site Options
Set additional site options that allow you to change how some of your pages and fields function in DonorSnap. Continue reading “Site Setup – Additional Site Options”
Site Setup – Email Settings
Maintenance > Site Setup > Email Settings
On the Email Settings tab, set up default settings for the Pledge Reminder email, Tickler Reminder email, Organization Contact Email, and default set up for Acknowledgement Email PDF. Continue reading “Site Setup – Email Settings”
Site Setup – User Defined Setup – Adding and Customizing Extra Fields
Maintenance > Site Setup > Field and Screen Customization >
User Defined Setup
User Defined fields are the BLUE extra fields added to DonorSnap. Adding User Defined fields is how you customize DonorSnap to your needs to track Membership information, Volunteer data, Interests, Skills, Communication preferences, etc. Some User Defined fields may be imported from your original conversion. Continue reading “Site Setup – User Defined Setup – Adding and Customizing Extra Fields”
Site Setup – DonorSnap Site Lookups – How to Customize a Drop-Down
Maintenance > Site Setup > Field and Screen Customization > DonorSnap Site Lookups.
Customize the options (the “Lookups”) under the dropdowns that are installed with DonorSnap like Contact Type, Accounting Code, Campaign, Appeal, etc. Continue reading “Site Setup – DonorSnap Site Lookups – How to Customize a Drop-Down”
Site Setup – Site Information
Maintenance > Site Setup > Site Information
The Site Information page is where you designate the main contact and reply-to email for your organization. The address fields and email fields will be the default for many tools in DonorSnap including Contribution Statements and email tools. Continue reading “Site Setup – Site Information”
Change your Year End Date
Maintenance > Site Setup > Additional Site Options
DonorSnap has built in helper fields that automatically summarize a donor’s total donations in a given year for easy reporting. These fields are named using YTD (Year to Date), Prior Year, 2 years ago, 3 years ago, 4 years ago, and 5 years ago. They are based on the year end date set in your Additional Site Options, and they must be manually updated each year. Continue reading “Change your Year End Date”