Setting up GL Codes or editing the Fundraising Hierarchy - Quickbooks?

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Jon Wysong 2
Jon Wysong 2 ✭
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in Blackbaud Altru® General Discussions

Our finance team has done a total re-organization on its GL structure - we reconcile by pulling weekly reports for the finance team. It's really time consuming for them and have asked how we might accomplish an easier, more streamlined approach. I can think of a few ways.

  1. Edit the Fundraising Hierarchy - adding GL codes to the funds currently active, knowing full well that GL codes would be more difficult to apply to the membership, merchandise, and tickets/events structures.
  2. Keep everything the same but add the GL numbers in my reports so finance knows where to put them (and can easily sort my reports.
  3. Set up Altru GL System - I got the warning message to reach out to Blackbaud for help with this, saying it's a very complex procedure

What seems to work best for folks?

Further, are there any tools I should be looking at to have Altru data talk with Quickbooks? Any data dump procedures I should be aware of?

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