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Accounting Software

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CRM Data Entry QuickBooks

Published Date

Posted
Women & Girls

Clean and Format QuickBooks Data for CRM Import

Project
Remote
Agnus Dei Foundation
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We are looking for support to create a cleaned QuickBooks report or export file formatted for import into our CRM, including agreed-upon column headers and a simple field mapping document. Specific CRM import requirements and exact fields will be provided during volunteer interviews.
Accurate, import-ready financial and contact data will streamline ADF's operations so staff can better allocate resources and maintain relationships that support the Lamb of God Maternity Homes. Volunteer help will directly improve our ability to serve pregnant mothers and connect them with adoptive families. We are currently missing 6 months worth of donations that we need to pull important reports and make personalized comms.
We will provide QuickBooks access, CRM import specs, and be available to collaborate with the volunteer to confirm field mappings. The volunteer will produce the export file and brief instructions for importing.

Agnus Dei Foundation

Badge Icon - 5-Star Nonprofit
5-Star Nonprofit

Location

North Salt Lake, US-UT

Timezone

America/Chicago

Website

https://lambofgodmaternityhome.org/

Member Since

May 2025

Completed Taproot Plus Partnerships

0

Organization Mission

Our mission is to impact the culture of life by being a champion for adoption as a positive solution to an unplanned pregnancy. The Agnus Dei Foundation (ADF) operates The Lamb of God Maternity Homes in Utah and California. ADF provides a loving, supportive, and educational living environment for pregnant mothers in vulnerable situations while fostering a connection between these birth mothers and qualified, adoptive couples eager to provide a home and family for the children born out of these situations.

Program Focus Areas

Adult Education
Advocacy & Human Rights
Community Building
Crisis Support
Domestic Violence
Employment & Job Training
Faith-Based
Grant-Making
Healthcare
Housing & Homelessness
Human Services
Literacy
Low-Income Communities
Mental Health & Wellness
Nutrition
Safety
Secondary Education
Social Justice
Women's Rights
Other Needs from This Organization
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