Start with your spreadsheet.
Upload an Excel sheet with donor names, addresses, and donation amounts. Matching donors are combined into a clear summary.
Excel in. Organized totals out.FOR CANADIAN CHARITIES
Less paperwork.
More purpose.
Your time belongs to your cause. Bring donations together, review every donor total, and let CharityPortal email your receipts.
Canadian cash donations Review before sending
COMMUNITY CARE · EXAMPLE CHARITY
Donation review
Total donations$225.00
3 donations2 donor totals
| Donor | Total donated |
|---|---|
| Jane Doe2 donations combined | $150.00 |
| Sam Patel1 donation | $75.00 |
One clear total for each donorFor review
A thank-you, ready to send.PDF receipts after your certification
Works with the tools
your charity already uses.
Excel Upload your donations
QuickBooks Online Connect your company
Automatic email Sent by CharityPortal
LESS ADMIN. A CLEARER PICTURE.
Everything comes together.
From the first donation row to the donor’s inbox, keep your receipt preparation in one place.
Bring QuickBooks along.
Connect your charity’s QuickBooks Online company and import cash donations recorded as Sales Receipts for your selected dates.
Your company. Your donor records.Make every receipt personal.
After you review and certify, CharityPortal emails PDF copies to donors with valid addresses. Every donor keeps a downloadable receipt, with missing or invalid emails flagged for review.
Your charity’s details. Delivered by CharityPortal.A SIMPLE, THOUGHTFUL WORKFLOW
From donations
to done.
You stay in control of the details.
CharityPortal brings them together.
- 01
Set up your charity
Create your account and add the charity information that belongs on your receipts.
- 02
Bring in donations
Upload Excel or connect QuickBooks Online. Choose the records you want to review.
- 03
Review & certify
Check each donor’s details and combined total. Certify the results before issuing.
- 04
Download & send
Generate PDF receipts, keep a downloadable copy, and let CharityPortal email donors with valid addresses.
BUILT AROUND YOUR CHARITY
Thoughtful details.
Less to keep track of.
Give your team a clear place to prepare receipts, with your charity’s information at the centre.
Your charity’s profile
Keep your registration, address, and contact information up to date.
A summary you can keep
Review consolidated donations online and download an HTML copy for your records.
Your approval comes first
Importing donations does not issue receipts. You review and certify before they are generated and sent.
A FEW GOOD QUESTIONS
Let’s make
things clear.
Here’s what to know before
you get started.
Which donations does CharityPortal support?
The current workflow supports Canadian cash donations in CAD where no donor advantage was provided. Your charity reviews and certifies the information before issuing receipts. Read the CRA’s receipt requirements.
What goes in the Excel file?
Use First Name, Last Name, Unit, Street, Province, Country, Postal Code, and Amount columns. Email is optional during import and required for email delivery. Matching names and addresses are consolidated into one donor total.
Which QuickBooks records can I import?
CharityPortal connects to QuickBooks Online and imports Sales Receipts within one calendar year. Each selected receipt must represent a cash donation. Invoices, invoice payments, deposits, and refunds are not included. Each charity authorizes its own company.
Who sends the receipt emails?
CharityPortal sends receipt emails from one software-owned address. Each message identifies your charity, and donor replies go to the charity contact email in your profile. You do not need to connect a mailbox.
Can we prepare U.S. receipts?
U.S. receipts are coming later. Canadian cash donation receipts are the currently available workflow.
MORE ROOM FOR YOUR MISSION
Make receipt season
feel a little lighter.
Bring your charity’s donations together. Start with your account.