Easily identify which transactions in your Stripe and/or PayPal account come from your campaign by pre-labelling them with an identifier.
This will make for quick and easy reconciliation and happy bookkeepers! If you have payments entered into your Stripe and/or PayPal account from multiple sources, this is a good way to quickly and easily identify which ones came from your campaigns.
STEP 1 – Go to your organization profile page by either clicking the organization name in the breadcrumbs of your campaign:
Or through the ‘Organizations’ list in your User Profile:
STEP 2 – Click ‘Settings’ in the sidebar menu.
STEP 3 – Click ‘Accounting’ in the sidebar menu.
STEP 4 – Enter the information you wish.
Organization ID – Do you want to identify a specific organization attached to transactions? This is particularly handy for fiscally sponsored projects or other situations where a third-party organization manages funds and reconciliation.
Default campaign account ID – Account IDs can be entered individually into campaigns to identify which account you’d like to associate it with. However, if you want to set up a default account that will apply to every campaign moving forward, enter it here. This will NOT apply to campaigns already created.
These IDs will appear in your transaction reports.
STEP 5 – SAVE!!
