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Deleting a donation

 

To delete individual donations:

  • Click on Delete this Gift from the Related Actions menu (on left side) when viewing a donation within a donor profile.
  • Click on Settings/Importing, Exporting and Data Management/Delete Information From Your Database/Manage Deleted Donations. Click on Check All and then click Delete Permanently.

To delete multiple donations:

  • Create a donation SmartList of the donations to delete
  • Click on the Settings/Importing, Exporting and Data Management/Delete Information From Your Database/Delete SmartList Contents
  • Select the SmartList from the dropdown list
  • Click on Delete SmartList Contents to delete all of the donations on that SmartList
****To post a correction for accounting, click Settings/Financial and Accounting/Post Transactions to QuickBooks or File and complete the posting.You will not be able to post the correction once you permanently delete the donation.**** There will not be any record of the deleted donation(s) in the donors overview. You can note the deleted donation by clicking on Make a Note from the Related Actions menu.

 

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