As a new user for Click and Pledge, we are trying to figure out the best way to keep track of donations in Quickbooks Online. Our previous payment system would issue a monthly disbursement into our account. It looks like with C&P funds are transferred at the end of every business day - do you know if it's possible to change that to be monthly or weekly disbursements? Or if anyone has any suggestions for adding these so that it's not a hassle for our finance team?
Thank you for your help!
Thank you for your help!
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