Planning Center
Your Planning Center payouts in QuickBooks, checked against the bank before anything posts.
How it works
From Planning Center to a deposit that matches the bank
The export
Payout summary and payout details
Cadence: With each payout.
What it carries
- Gross, fees and net
- Refunds, fees and disputes as negative transactions in the payout where they settle
How it ties out
Checked to the cent before it can post
Planning Center's payout report states a total. The payout ties when our grouped gifts equal it to the cent. A payout we had to infer from processing dates is held until you confirm it.
Nothing posts until an approver says yes, or under an auto-post rule an approver turned on.
Getting the file to us
Nothing to export
- Planning Center sends the payout email when funds are sent to your bank.
- Forward that email to your Constat address, or let the nightly connection read it for you.
FAQ
Questions people ask
Pricing
Simple per-church pricing
30 days free, no card. Nothing is charged until you add a payment method and your trial ends.
Church
For a church that keeps its own books.
$29per church, per month
- One Planning Center account and one QuickBooks company
- One QuickBooks deposit per payout, lines by fund
- A sync report by email
Bookkeeping firm
For a firm that keeps the books for many churches, with every client church in one place.
$15per church, per month
$12 from 25 churches, $9 from 100. 5-church minimum, $75 a month.
- Everything in Church, for each client church
- Invite each church to connect its own Planning Center and QuickBooks
- Staff access as owner, approver, reviewer or viewer
Every plan includes
- Nightly sync from Planning Center
- Tie-out on every payout
- Approval before anything posts
- Posting to QuickBooks Online
- The month-end reconciliation report
- Email support
Founding pilot: the first 10 firms or churches get 90 days free and a direct line to the founder.
Every account gets the 30-day trial. The pilot is a separate, longer offer for the first 10 firms or churches.
Ask about the pilotGet started
See your next payout tie out before it posts
Connect Planning Center and QuickBooks, map your funds, and review the payouts Constat finds. 30 days free, no card.