What manual transactions are
A manual transaction records a payment you took outside the system, such as a check or cash, so it shows up in your history alongside your online payments. Recording one does not move any money; it is a bookkeeping entry that keeps your records complete. Start one from the green New transaction button at the top of the dashboard (labeled New donation on a nonprofit account), then choose Manual transaction.Recording a single transaction
1
Choose the customer
Under Customer information, search for an existing customer, or click Create new customer to add one.
2
Enter the transaction details
- Date of the payment
- Transaction type, such as Check
- Transaction amount
- Item the payment applies to (defaults to General)
- Memo and Description are optional
- Fees if you want to record a fee, which is reflected in the Transaction total
3
Add more line items (optional)
Use Add line item if the payment covers more than one item.
4
Save
Click Save to record it, or Save & New to record it and immediately start another.
Importing transactions from a file
To record many past transactions at once, use Import Tx on the Add Transaction screen. This opens the Import Transactions window, where you can:- Download the example file to see the exact format expected
- Choose a file from your computer, then click Import
Match your file to the example file’s columns before importing. Starting from the downloadable example is the easiest way to avoid formatting errors.