Payment Detail
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LPCTV .Vermont
Nov 8, 2013, 5:02:30 PM11/8/13
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Hi again.
I am getting around to using the "Payment" field for donors. Is there a way to edit Payments? It looks like once a Payment is recorded it is gone from the Person record and only shows up again in a Report. What if I need to modify the data - or delete - a transaction?
Also, has anyone developed a successful method for merging transaction data between Facil and QuickBooks? I would like to be able to export Payment records and import those into QuickBooks, or vice versa.
Thank you.
Patrick
I am getting around to using the "Payment" field for donors. Is there a way to edit Payments? It looks like once a Payment is recorded it is gone from the Person record and only shows up again in a Report. What if I need to modify the data - or delete - a transaction?
Also, has anyone developed a successful method for merging transaction data between Facil and QuickBooks? I would like to be able to export Payment records and import those into QuickBooks, or vice versa.
Thank you.
Patrick
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