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  3. Contacts

Contacts

Setting up Contacts

5 Articles
  • How to Add and Edit a Contact
  • Guidelines for importing your Contact list
  • Setting up your Contacts QuickStart Guide
  • Tracking Contact Balances: An Overview
  • How to use Contact tools
  • See all 5 Articles

Tracking Contact balance(s)

12 Articles
  • How to Create an Obligation Template
  • How to Set Up Activity Accounts
  • How to Apply Obligation Templates
  • How to Rename an Activity Account
  • How to Record Contact Payments or Donations
  • See all 12 Articles

Contact statements & reports

5 Articles
  • How to Run Contact Balance Reports
  • How to Email or Download Statements
  • How to Create Statement Templates
  • How to Apply Payments to Obligations
  • New feature in Contacts!
  • See all 5 Articles

Special situations

4 Articles
  • Getting started with Contacts for HOAs
  • How to Email or Download Donation Acknowledgment Letters
  • Using Membership in Contacts
  • How to Track Teacher Grants
  • See all 4 Articles

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Software Advice

Bookkeeping software made for nonprofits and volunteer groups.

Features

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  • Budgeting
  • Reconciliation
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