Accounting & tax

Yahiv turns each day's giving into one journal entry — money in, against income by campaign. Download it as a file for QuickBooks Online or Xero, or connect QuickBooks Online and Yahiv posts it every night.

Connect your QuickBooks Online company once. Then choose the accounts from your own chart of accounts, and Yahiv posts each finished day's giving as a journal entry every night.

Download a file of daily journal entries for any dates and import it into QuickBooks Online or Xero — no connection needed.

When QuickBooks refuses a posting, Settings → Accounting shows "Last error". Here is what each kind of error means and how to fix it.

Stripe sends gifts to your bank in batches, minus its fees. Insights → Payouts shows each Stripe deposit, the gifts inside it and the fees, and flags anything not in Yahiv.

Download the batch or deposit report from your card processor's website and upload it. Yahiv finds every charge, marks matching gifts "In the bank", and lists anything missing or different.

Upload your bank statement as a CSV file. Each deposit is matched to the cash and check deposits you marked in Yahiv, and to single gifts (bank transfer, Zelle, DAF) of the same amount — so you see what's in the bank but missing from Yahiv.

A "not found" deposit is money in the bank that Yahiv couldn't connect to anything. Here's how to work out what it is.

With your bank connected, new transactions arrive by themselves several times a day and are matched like an uploaded statement. Deposits that don't match are listed for you.

Connect your bank account once, through Plaid's secure window, and stop downloading statements.

When a month's books are done, close it. Its totals are saved, and nobody can add, backdate or change gifts in it until an admin reopens it with a reason.

A checklist for closing a month's books in Yahiv, using September as the example.

If a gift has to be added or fixed in a closed month, an admin can reopen it with a reason. Close it again when you're done.

See, for each fund (designation), what came in, what was spent and what's left — this year and all time. Useful for restricted gifts.

When money from a restricted fund is used, record it so the fund's balance stays right.

Insights → Schedule B lists everyone whose tax-deductible gifts reached the reporting amount in a year, with name, address and total, and the non-cash gifts — ready to print or download for your accountant.

A checklist of the Yahiv reports accountants usually ask for after December 31, and where to find each one.

Insights → Year-end statements lists everyone who gave in a year. View or print one person's statement, or email a link to every donor at once.

Send every donor's tax statement for the year — by email, mail or text, in their own language — and follow it on a status board. Running it again only sends to people who weren't in it yet.

Have receipts and statements printed, put in envelopes and mailed for you through Lob or PostGrid — no printing, stuffing or stamps. Each letter is a small fee on your monthly Yahiv bill.

Set your receipts to follow Israeli or Canadian rules, so they include every field the tax authority requires.

Accept gifts in other currencies, issue Israeli or Canadian receipts, and claim UK Gift Aid.

Tell Yahiv which other currencies you accept and what each is worth in your own currency.

List the unclaimed gifts in pounds from donors with a Gift Aid declaration, download the schedule for HMRC, and mark them claimed.

For Israeli institutions approved under section 46: download the donor list the Tax Authority asks for each year, as Excel, CSV or a printable Hebrew summary.

Section 46 receipts and the Tax Authority report need each donor's ID number. Here's where to enter it and how Yahiv keeps it safe.

The Tax Authority expects receipts numbered without breaks. The receipt sequence check lists gaps, duplicates and voided receipts with the reason.