Connection Card Pro Help & Documentation

Creating / Recording Deposits, Donations and Income

Easily track your organization's income by recording donations and deposits in the register.

From the left menu, go to
Accounting > New Deposit/Donation

Income records may be a deposit to a bank account, a donation from an individual or vendor, or an incoming amount transferred from any other account.

Selecting a Register

At the top of the page, choose which register this income record belongs to. Every deposit must be recorded in a register. Whether it is a deposit, check or transfer to a bank account (register) or a payment on a credit card (register), every income record needs a home.

Below the Account Register dropdown, you will also see the current balance for the selected register.

Transaction Details

Fill in the transaction details for this income record. Some fields are required, some are optional.

Attach a File

You may optionally attach a file (such as receipt or statement) to this transaction for your records.

Line Items

Each income transaction may have an unlimited number of line items. This will be recorded as separate amounts for the accounts, funds or tags that they are linked to, but grouped as a single deposit on your register and other reports.

For each line item you may enter: