Identifying historical payments
We are suffering the damnations of our own folly. We started as a small NGO and used the bank journal as our accounting, along with "please send Bob 25 EUR for such and such" messages to the volunteer who sent out the money.
We're growing up and making the transition to ZOHO Books.
As a charity, one of the important reasons we need good books is to solicit larger than "10s and 20s" contributions, and such donors want to see our historical books. We've employed someone temporarily to help reconcile the historical bank journals with our informal records of transactions. I'm having trouble figuring out how we make these historical entries.
I have the CSV file from the bank.
Can someone point me towards a recipe for doing this? I'd be appreciative.
Thanks,
Annie
Topic Participants
Accounting Trans Rescue
Shireen Farhana
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