NeonPay and NeonCRM Reconciliation - how do you do it?

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Sarah Newman

• March 31, 2022 15:37

Hello! We use NeonPay and Quickbooks, and NeonCRM. Our accountant has a hard time using NeonPay to distinguish donations from registrations (when a donation is added to a registration purchase). She also is unable to see any donor notes that change the classification of a donation. From what I see on NeonPay reports, they don't indicate how  much of a charge is for donation vs. registration.

Any suggestions for how other users manage this? 

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  Kirsten Skoglund

  • April 01, 2022 19:08

  Watching and following!!!!  Please advise soon.

  Kirsten Skoglund

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  Iris Lutz

  • April 15, 2022 20:16

  This would be extremely helpful for our membership organization as well!!   

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  Michael Herrera

  • June 02, 2022 22:26

  Our bookkeeper is also struggling with the lack of info on the NeonPay report. I think Campaign is the only tag included. Notes, fund and purpose seem like they would be obvious to include. 
  Hopefully, a Neon support person will chime in on this thread sometime soon.

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