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 “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)(Row 7 is there for your example: click on the bottom blue tab next to “addr” titled Smith. Notice how the total from the entries on row 8 and 9 appear on row 7”Total Contributions for 200_” and also on the address page. You can now delete Smith from your record).
• Click on the second blue tab named “Smith”.
• Type in your organization’s name- Row #2- (Auto filled rest of worksheets).
• Type in your member’s name- Row #3.
• Click on merged cell in Row 4.
• Hit your F2 key on your keyboard.
• Click right after the dash in 200_...backspace and put in current year. ( Auto filled rest of worksheets).
• Do the same thing for cell B7( Auto filled rest of worksheets).
• Delete sample entries.
• Rename tab to whomever you put on row 7. (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.

**NOTE: I had drop-down lists in the columns: Description and Fund. However, you would have had to modify the lists and that is a little complicated if you are not familiar with Excel. If you want drop-down lists:

• Hit F1
• Type in Data Validation
• Click “Apply data to cells”
• Click “Restrict data entry to values in a drop-down list
• Follow instructions

*** 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 E7
• Hit “enter” key
• Repeat for each new sheet

****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. Return to Freechurchaccounting from Contribution Instructions