QuickBooks (QBO) - Separate mapping rules for fees
Tom Spindle
Fees need separate service items than the donations or ticket sales. A dedicated fees mapping setup in the mapping rules configuration is very important.
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Steve Torrey
Oh no. We are two days from flipping the switch from our old CRM to GB, and I just discovered this problem today in testing, and that there is this known problem, dialog, and no solution. I don't think the rest of my conversion team will allow the conversion to stop just because I will have this extra work to do. If this bug gets out to others wanting to convert to GB, it will be a significant deterrent for larger not-for-profits to switch.
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Gautam Aggarwal
Separate tracking of fees is critical; also donor amount should include fees for tax records!
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David Harding
I agree this is very important. The reason we upgraded to GiveButter premium was to have less manual work, but I still need to go in and change all the fees separately.
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Marshall Bessières
We have to go in and modify every single sales receipt so we map fees separately from donations and ticket sales. This is laborious and frustrating.