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Contribution Instructions



Contribution Spreadsheet

First: Personalize

  • SAVE an original copy.
  • Look at the bottom tabs.
  • Click on the first red tab named “Addr”.
  • Click on the merged cells with “Organization’s Name” typed in. Row #2.
  • Type in your organization’s name.
  • Type in the information for all your organization’s members (Do not type anything into the Yr Total column as it will automatically pull each family’s contribution from their individual page)(This is your data file for a mail merge).
  • Click on the second tab named “H8”. .
  • Type in your member’s name- Row #3.
  • Rename tab to whomever you put on row 8. (right click on tab-go to rename-type in name-click anywhere in worksheet) ( I put a shortened version of name...anything to know whose tab it is).
  • Rename remaining tabs and make sure and change name in heading (make sure they correspond to the name you have in that row such as H36 should be the name you have in row 36 on the address page).
  • SAVE one more copy! This one will be your original to use every year.

Second: Begin to use!

*Notice: If you don’t know how to do a mail merge for the annual contribution statements, hit the F1 key on your keyboard and type mail merge in the search box.

To use, simply:

  • Date
  • Record amount of contribution in either the tithes or offerings column
  • Record check number or cash
  • You can either delete the last column if you do not need it or you can use it to record designated fund such as general, missions, building, etc.

*** If you need additional worksheets:

  • Right click on last tab
  • Go to Move or Copy
  • Click little box next to “Create a copy”
  • Pull down list above it and click on “move to end”
  • Click OK
  • Will say H40 (2)
  • Right click on tab and rename
  • Click on member name in heading and rename
  • Go to “addr” worksheet
  • Go to row 41
  • Type in member’s information
  • In “Yr Total” column...hit “equals” key
  • Go to new sheet and click on cell E6
  • Hit “enter” key
  • Repeat for each new sheet

Note:If you add more names and need to put the names in the Address worksheet in alphabetical order, simply select all rows with names in them (make sure all row is highlighted) then on the home tab, in the Editing group, click on the drop down arrow for Sort and Filter, and click on “Sort A to Z”. It will keep the address and corresponding tab in the correct line.

To sort the tabs simply right click on the tab you want to move, go to move or copy, click on which sheet you want it to appear in front of and click ok.

****Recommendation: Back up your data once or twice a month and store in a separate location from your original.

Basic Church Accounting will provide you with a better understanding of the basic concepts of church accounting and give you some examples on recording common church transactions.

You will also receive a free bonus fund accounting report that includes 3 methods for setting up QuickBooks Pro for fund accounting and examples of setting up fund accounting systems.



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Church Accounting Package

Church Accounting Package

  • Want to learn some basic church accounting basics?
  • Need to know how to fill out a noncash donation receipt?
  • How about some tips on setting up a fund accounting system?

Click here for details


Testimonies

Would Highly Recommend. Took the mystery out of Church Accounting for me ...more...

Excellent Book! I highly recommend these books. They are a necessity, WRITTEN IN PLAIN ENGLISH!
Errol James

Real Eye Opener. Not knowing a thing about church finances, this was a real eye opener and a great way to get us started ...more...

Very Helpful and Detailed I would recommend these books to everyone, I am from Canada and would also recommend it to all of the Canadian people involved in the Finance part of the church. Very helpful and detailed. A must get!! ...more...

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Testimonies

Your spreadsheets work wonderful-I have Pastored for 17 years in 3 different churches, and this is the best and easiest finance program for the Church that I have seen yet!
Pastor Tim

Thank you so much for sharing your spreadsheets! I expect the Lord will reward you in heaven for helping those of us that needed some quick help...more...
Darla

Free Spreadsheets I've downloaded several of your spreadsheets and I had no problem with them. They have helped me to keep better records, also they are well structured professionally... more...
Mary

The free accounting spreadsheets were a life saver. I was able to immediately start using them and they saved me more time than I could ever imagine being able to save! I'm now organized!... more...

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