Introduction for Bookkeepers

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Congratulations, you are now a Giving Bookkeeper! A Bookkeeper is someone who needs to balance the books but doesn't need full access to change account settings. You can access donations, donor profiles, and Stripe information to help manage books. This guide provides an overview of your access to Giving, which works alongside your general ledger.

Tip

If you're unable to log in, follow the steps in this article.

Check out this clip from Planning Center University.

This diagram shows how Giving fits into your workflow alongside your general ledger.

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1. Donations

You can track both online and physical donations.

  • Online donations are given via Church Center or text.

  • Physical donations are cash and check donations.

You can also track donations given through external payment sources, such as PushPay, F1, Paypal, or any other systems you have in place with batches in Giving.

Keeping online and physical donations in one place allows you to keep track of all donor activity and provide one Donor Statement.

Check out this clip from Planning Center University.

2. Reports and Stripe Payouts

There are several places to access reports in Giving, depending on the information you need.

Notice

All of the reports generated from the Reports tab are based on the date the donation was received.

  • Dashboard: For a breakdown of your donation information, head to the Dashboard. From here, see a picture of giving over time, giving by fund, and more.

  • By Donation: Reports by donation can be filtered to provide an overview of donations by fund, campus, status, payment type, among many other parameters. This is where you will likely generate a majority of needed reports.

  • By Donor: Donors are added to your Giving database when they create a donation or if you create a donation for them. If you need to track down a cumulative total, you can find it on the By Donor tab in Reports.

Stripe Payouts

Stripe deposits donations into your bank account. You can enter the deposit into your general ledger and balance that entry with one of the matching payout reports.

  • The report in Giving provides a detailed view of Giving income for each Stripe Payout, which will include an itemized list of donations in the selected payout.

  • The report in Accounts provides an overview of Registrations, Giving, and Other Stripe Income for each Stripe Payout. This will include Registrations totals for each event and Giving totals broken down by fund.

Warning

Stripe only supports a single bank account for transferring money to your church, and you can only connect one Stripe account to your Planning Center account. If your bookkeeping process necessitates separate bank accounts for each fund, Giving will likely not be a good fit for your church.

You can find information about your Planning Center account and connected Stripe account from the Stripe Info page in Giving.

3. Journaled Entries

Donations are deposited into your bank in two ways:

  • Physical deposits

  • Stripe transfers

Because Planning Center Giving won't replace your general ledger, you will still need basic bookkeeping software (like QuickBooks) to handle your payable and receivable accounts. We suggest you use journaled entries in your general ledger and leave the individual donations in Giving.

Note

We advise against keeping every donation in your general ledger and recommend using journaled entries instead. However, if you choose to keep individual donations in your general ledger, you can use the CSV export.

In your general ledger, you'll only need to record something like this:

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Get Help and Support

Our Support Team is always here to help! Use the ? at the top right of every page to find articles or open a ticket with Support.

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When you click that, you'll see this helpful dialog box.

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  1. Suggested articles will give suggestions based on the page you're on when you click the question mark.

  2. Click browse our documentation to be taken directly to our online manual. You'll be able to see all of our help articles and open them from there.

  3. Type in what you're looking for. This will search our online manual and return articles on that topic.

  4. Send an email to our Support Team. For the most efficient support, be sure to include specifics about what you're working with. When you submit your questions from here, we receive lots of information about your account, including the page you're viewing, which allows for fast and accurate support for your request.

Phone Calls

We're dedicated to getting you an email response within an hour whenever we can. We look into the issue in detail, ask for help from other seasoned members of the team, or even consult a developer, if necessary. This type of direct assistance and shared knowledge isn't available when on the phone.

However, if you do need a phone call, you can schedule one when you open a ticket.

Organization Administrator Requests

These requests to Support can only be made by Organization Administrators:

  • Data removal or corrections you can't make yourself (undo old CSV imports, iCal imports, etc)

  • Request promotional pricing (legacy plans, church plants, Giving contract promotion)

  • Gain access to anything that was created and managed by someone else in the account

  • Restore or fully delete a canceled account

  • Disconnect a Stripe account

  • Request access to Giving (if there are no current Giving Administrators in the account)

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