Ideas

3 VOTE

(accounting) Report to view payments on SE; import into Quickbooks

For accounting reasons, we need a better way to review payments made on SportsEngine.  We’re using QuickBooks as our accounting software (common) and we need a way to export info from SE so we can import it into QB.  Currently  we run the Payout report to verify the bank deposits and we run the transaction report to get the payment detail, ie who paid, what they paid for and the amount they paid. Now we need a report that combines this information. And, we need to be able to import that into QB.

We've tried sorting the transaction report by payout date, but the amounts don’t always match the amounts actually deposited into our account.

We are a small organization and if we need this, we assume that larger organization need this and more!

  • Zoe Harris
  • Aug 2 2017
Frequency Weekly
Which sport(s) does this apply to: Ice Hockey
Organization type Association/Club
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  • Alicia commented
    January 25, 2018 22:56

    We would love to be able to do this too!  

  • Jared Golub commented
    09 May 14:56

    Zoe - did you ever figure out how to do this?