title: “Finance admin” description: “Article hub for the Finance admin role.”
Finance admin
For: Finance admin
In charge of Stripe, payouts, tax receipts and QuickBooks reconciliation.
Key articles
- Record a cash or check donation
- Issue a donation refund
- Change the default fund on the form
- Export donations for QuickBooks
- Charge for event registration
- Connect QuickBooks Online
- Map funds to QuickBooks accounts
- Review the audit log
- Connect Stripe in 5 minutes
- Create a donation fund
- Generate annual tax receipt
- Cancel a recurring donation
Suggest a topic and we will review it. If it makes sense, we write it within 1–2 weeks.
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