Contribution Instructions

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.

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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