Complete Onboarding

Welcome on board!

We need to gather a few details from you to establish your GoodBooks! The first step is to complete our Onboarding Form below. 

If you have any questions or need assistance, you can call us on (210) 802-1499 or email at Onboarding@GoodBooks.Church.

New Client Onboarding

Step 1 of 3

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• Your Full Name please:*
  Mr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last
• Name of Church or Organization
• Website
• EIN No.
• Please upload a copy of your EIN Confirmation Letter
  Max. file size: 100 MB.
• Is your church a 501(c)3?
  • Yes
  • No
  • I am not sure
• If yes, please upload a copy of your IRS 501(c)3 Determination Letter
  Max. file size: 100 MB.
• Your physical address*
  Address 1 Address 2 City State / Province / Region Postcode
• Is this your postal address?*
  • Yes
  • No
• Your Postal Address*
  Address 1 Address 2 City State / Province / Region Postcode
• Name of your Contact Person for GoodBooks:*
• Contact Email Address*
• Contact Telephone Number*

• What is the church's current bookkeeping system?*
  • QuickBooks Desktop
  • QuickBooks Online, if so - please add as "accountant" leeanncrockett@bellwetherchurchsolutions.com
  • Spreadsheet
  • None
  • Other
• If "Other" please specify*
• When does your church fiscal year end?
  Month

  Day

  Year
• Do you use a separate Donor Database?*
  • Yes
  • No
  • I am not sure
• If yes, please name the Donor Database software provider:
• Do you have on-line giving?*
  • Yes
  • No
• If yes, please name the On-line Giving software provider:

• How many checking/savings/investment accounts do you have?
  • 1 to 5
  • More than 5
• Please list all the bank names*
• Please select vendors used for credit cards or online payments:
  • American Express
  • Bank of America
  • Capital One
  • Citibank
  • Chase
  • Discover
  • Paypal
  • Stripe
  • Wells Fargo
  • Zelle
  • Other
• Does your church prepare an annual budget?
  • Yes
  • No
• If you would like GoodBooks to enter your budget now, please upload here:
  Max. file size: 100 MB.
• CAPTCHA
• Name
  This field is for validation purposes and should be left unchanged.

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