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How do I process transactions in bulk (e.g. Bulk Donation Entry)?
If For example, you run an event and and you know have a hand written sign up sheet and a stack of checks.
How do I prepare my 990?
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- Each account in the chart of accounts is associated with the appropriate line of the IRS form 990. Create a custom field the account record [view account, click customize, then new field] for the 990 line number.
- Expose the line number in an income statement or other financial report organized by account.
- Export report to Excel
- Total values using Excel's subtotal functionality for each IRS 990 line item using
- It is also possible to built a NetSuite financial report that does this directly by grouping the accounts by IRS 990 line number. This requires financial report builder skills.