Ticket sales, donations, and member dues are just a few examples of payments that choruses receive. Keeping track of all these payments can be burdensome and that's why many choruses turn to accounting software to do the trick. But even with accounting software, manual data entry in the system is still the norm. In our final #AutomationApril post, we will focus on setting up integrations to push your payments data into your accounting software automatically!
Before you start connecting everything, you'll want to consider whether you will be creating duplicate data entries in your accounting software by linking all of your various platforms to it. Discuss with your accountant or financial advisor to ensure you are pulling over the data you need in order to create accurate reports in your accounting software. Let's begin!
Here are a few popular accounting platforms with integration options for choruses:
The first step to avoid manual data entry into your accounting software is to sync your bank data and/or payment processors like Stripe or PayPal to your accounting software.
Here are a few tutorials on connecting your bank account to your accounting software:
And here are options for integrating some payment processors:
Automation tools like Automate.io, IFTTT, Workato, PieSync, and Zapier can help integrate thousands of applications that don't offer direct integrations. (Note: Automation tools sometimes come with their own subscription fee.)
Here are a few integrations you can make using automation tools:
There are also third-party app integration solutions built by developers in the marketplace. These solutions cost money but, if they work, can save your chorus manager or accountant plenty of time.
Similarly, only a few donor management platforms are built to support integrations. If you're lucky enough to have one of these platforms you can sync your data with ease!
Whether you can integrate one or more of your systems, any little bit of automation can help you save time and money for the chorus.
That's a wrap on #AutomationApril - we hope you've been able to use this information for bettering your chorus's data management!