Accounting Interface
You can interface with
  • Cougar Mountain**
  • Great Plains
  • MAS90*
  • MAS90 version 4.0*
  • MIP
  • Peachtree
  • QuickBooks***
* DonorPerfect (Installed) Only

**SofterWare, a proud Cougar Mountain business partner, provides unique integration between our products.

***SofterWare is a premier member of QuickBooks Developer Network. A specialized XML Interface is available for Pro, Premier, Nonprofit, Enterprise and Canada versions.
DonorPerfect offers an interface to the most popular non-profit accounting systems. This interface allows all your gift transactions to be easily summarized by your Charts of Accounts categories and posted automatically to your existing General Ledger system.
Features
  • Saves time and reduces errors by eliminating
    the need to enter data twice
  • DonorPerfect data is posted into the
    corresponding fields of your accounting package
  • Identifies debit and credit accounts
  • Full journal entries
  • Summary or detailed information transfer
  • User-defined codes
More information: Call us at 800-220-8111. Or visit: www.donorperfect.com/moreinfo
Accounting Interface
Commonly Asked Questions
How does it work?
Gifts entered into DonorPerfect can be transferred on a periodic basis to the accounting system's general ledger. We have found that weekly transfers work best, but transfers can be any period specified by user. For instance, let us assume the following gifts were entered into DonorPerfect during the week of 1/4/09 - 1/10/09:
Name Amount Date Fund
Susan Hobart $50 1/5/08 PR1
Nancy Brown $100 1/7/08 PR2
Richard Landsman $200 1/7/08 PR3
Michael Stein $50 1/8/08 PR1
Craig Smith $100 1/10/08 PR2
When setting up the Accounting Interface, you have the option of matching DonorPerfect's GL codes to the Chart Accounts in your accounting software, In this example, the GL codes PR1, PR2, PR3 corresponds to the accounts 4001, 4002, 4003. The Cash Account that will be debited can also be established, in this case, it is identified as 1001.

After entering all of the donations listed above, these entries can be exported from DonorPerfect automatically using the Accounting Interface so the data is formatted to easily import into your accounting software. An example of this file is shown here:
Trans Date Description GL Account Debit Amount Credit Amount
1/10/08 DP Transfer 1001 $100  
1/10/08 DP Transfer 4001   $100
1/10/08 DP Transfer 1001 $200  
1/10/08 DP Transfer 4002   $200
1/10/08 DP Transfer 1001 $200  
1/10/08 DP Transfer 4003   $200
NOTE: In many instances, especially those in which the accounting and fundraising software are not installed on the same computer or network, it will be easier to enter these transfers manually.
More information: Call us at 800-220-8111. Or visit: www.donorperfect.com/moreinfo