There may be the occasion where a bank transaction is to be included in a prior financial year, but due to timing, imports into the new financial year instead. Let’s walk thru how to handle that.
Prepare files to import historical data from Quickbooks Desktop Pro into MoneyMinder following these steps.
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Prepare files to import historical data from Quickbooks Online into MoneyMinder following these steps.
Some groups set aside funds that can only be used for a particular purpose (sometimes referred to as restricted funds). Here is how you can keep track of these funds and produce reports that will provide transparency to your group.
Connect your Venmo account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Venmo Integration:
[email protected]
Connect your Stripe Account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Square Integration:
[email protected]
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!
*Transaction fees apply for credit card and e-check purchases.
Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
— Import bank transactions
— Read-only bank feeds
— Stringent Security, Privacy and Compliance
— Integrate Square and PayPal
Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.
Email us to turn on Bank Integration: [email protected]
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Square Integration:
[email protected]
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your PayPal Integration:
[email protected]
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.
Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.
There is no additional charge for this integration.