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, 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 for donations with batches in Giving.

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

2. Donor Reports and Stripe Payouts

Donor Reports

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 Donor Reports tab.

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Stripe Payouts

Stripe deposits donations into your bank account. You can enter the deposit into your general ledger and balance that entry with the matching Payout Report.

There are two Stripe payout reports. Choose the report based on the information you need.

  • The Stripe Payout 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 Stripe Payout 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.

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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 still need a basic bookkeeping software (like QuickBooks) to handle your payable and receivable accounts. We suggest that you use journaled entries in your general ledger (GL) and leave the individual gifts in Giving.

Note

We advise against keeping every individual donation in your general ledger and use journaled entries instead. However, Giving has a basic CSV export that should be importable by your general ledger.

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

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Notification Bell

Administrators will be able to see any notifications related to them in the Admin Notifications Inbox. You can find this inbox at the top right corner of any page by clicking the bell icon.

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If you have login permissions to Planning Center, you will be able to see both read and unread notifications and customize your notification settings.

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.

  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.

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