Donation Trackers's optional modules are purchased separately from the main application and have their own support costs. We separate these modules from Donation Tracker because in many cases they are not needed by all of our clients and it allows us to make Donation Tracker more affordable.
Accounting Interface designed for QuickBooks®
This optional module allows transactions keyed into Donation Tracker to be imported directly into QuickBooks. This includes pledges, payments, adjustments, deletions, and write-offs. The information imported into QuickBooks will be posted as journal entries associated with a customer named Donation Tracker.
Requirements for the Accounting Interface module are as follows:
- The system requirements are the same as Donation Tracker’s
- The Accounting Interface only integrates with QuickBooks® 2005 or newer desktop versions (we do not integrate with QuickBooks® online versions)
- The Accounting Interface must be installed on a PC running Donation Tracker
- The Accounting Interface must be installed on the same PC as QuickBooks® or must have access to the QuickBooks® company file over a network
- For best performance, have QuickBooks® running with the correct company file open
Automatic Credit Card Processing
We have teamed up with X-Charge to provide you with an affordable option to process credit card payments. All it takes is paying a onetime fee for the setup of the Credit Card Processing Module for Donation Tracker and setting up a merchant account through X-Charge. We chose X-Charge because their credit card processing fees were the lowest of those we looked at and they also allowed us to integrate their system as closely as possible with Donation Tracker. This integration makes processing credit cards easy and very secure. X-Charge meets the Payment Card Industry Data Security Standard or PCI DSS. Only an alias of the donor’s card number and the last 4 digits are stored in the Donation Tracker database. This makes your donor’s credit card information as secure as possible. For more information about PCI DSS certification and credit card security please visit: https://www.pcisecuritystandards.org/
X-Charge also supports a full range of credit card processing options. If you need to process credit cards outside of Donation Tracker, X-Charge will work for that too, and very likely save you money over your current credit card processing provider. X-Charge has very competitive rates when compared to other credit card processors. You will set up a merchant account directly though X-Charge and your transaction fee will be based on your type of business and volume of transactions. To activate X-Charge within our software we charge a onetime setup fee of $200. Purchasing the credit card integration will not add to your yearly support costs.
You may contact X-Charge at (800) 338-6614 ext. 842 to discuss setting up a merchant account or for more information.
Data Import Routine
If your office currently receives employee pledges from employers in the form of a spreadsheet that you end up having to re-key into Donation Tracker then we have the ideal solution for you. Donation Tracker now has an optional Data Import Program which offers you the ability to import employee giving by defining an import format and using our new data import program to bring in the giving information without the need of having to re-key every single pledge. You are provided with the ability to match up and review each employee donor and their giving information prior to actually bringing the information into Donation Tracker. This helps prevent creating duplicate accounts and allows you to keep your contact information current.