Help Center
Everything a church treasurer or bookkeeper needs to get giving payouts into QuickBooks, in the order you meet it. These steps are for churches on Planning Center Giving and QuickBooks Online. For another giving platform or ledger, write to [email protected].
Connect Planning Center and QuickBooks
What each connection can reach, who can connect, and what happens right after.
Map your funds
Choose the QuickBooks income account, and optionally the class, each Planning Center fund posts to.
Review a payout
How payouts are grouped, what each tie-out badge means, and how a payout report or email ties one out.
Approve and post a payout
Who can approve, what posting writes to QuickBooks, and what to do when a post fails.
Close the month
The month-end email, the reconciliation report, and what keeps a month open.