Tools, Setup & Integrations
- Viewing Previously Posted QuickBooks Transactions (VIDEO)
- Adjusting Gifts and Pledges (VIDEO)
- Posting Transactions to QuickBooks (VIDEO)
- Ending Your GiftWorks and Quickbooks Configuration (VIDEO)
- Updating Quickbooks Configuration (VIDEO)
- Editing Funds, Accounts and Classes (VIDEO)
- Understanding GiftWorks Donations, Accounts and Funds (VIDEO)
- FirstGiving Integration: An Overview (Video)
- Posting Transactions to QuickBooks Desktop
- QuickBooks Online Configuration (VIDEO)
- Activating GiftWorks Accounts & Funds (VIDEO)
- Gifts Maintenance: An Overview
- Constituent Maintenance: An Overview
- Audit History: An Overview
- Prepare Your Data to Import
- How to Update Existing Records Using Custom Fields (Video)
- Updating Existing Records
- Updating your MailChimp integration settings
- MailChimp Initial Setup and Integration
- Reviewing and Validating Files for Import (Video)
- Viewing Peer-to-Peer Data in GiftWorks (Video)
- Importing Individual, Household and Corporate Relationships (Video)
- Saving Import Mapping Fields
- Managing Panorama Users (Video)
- Importing Donor Data (Video)
- Importing Contacts with Relationships (Video)
- Constant Contact Integration With GiftWorks Cloud