Connect to my bank account to match deposits to donors.

5 votes

Be able to connect my organization's bank account to automatically pull in deposit transactions and be able to match those to donors, campaigns, funds, appeals, etc. Would save the data entry of entering those checks manually and then depositing them. You would deposit them first and then be able to pull them into DonorDock and associate them.

Ideas Suggested by: Moderator (28 Feb, '20) • Upvoted: 19 Jun, '20 • Comments: 1

Comments: 1

26 Jun, '20
Sue
I am able to get a similar function but through entering in DonorDock first - then using Zapier I have a Zap that takes donation info and pushes it to Quickbooks Online - so when I do my physical deposit (which I prep through Quickbooks), the donations I entered into DonorDock are already there. I realize this isn't the exact same thing as requested in this suggestion but thought I'd share in case it could be helpful.