I am looking for a way to do end of year tax receipts for donors to our church. Is there an easy one click way to do that with your program?

All Member information is entered into One Vision. Contributions are entered into One Vision as well.

Then, the end of year donor tax receipts can easily be generated by One Vision. It's as simple as selecting and printing a report.

For detailed instructions refer to the One Vision built-in Help Files. Go to the section entitled "The Process", then the sub-section entitled "Reports and Letters."

I purchased the 3-user version for a network. How do I install the software to function as a network?

1. Use the Typical(Main Workstation) Setup Type Option and Install the software on the computer that will be used as the Server.
2. Create a Share on this workstation to the Database Folder and give other users access rights.
3. Goto another workstation and map to the share on the server.
4. Run the One Vision setup and select the Workstation Only(Client Installl) Setup Type Option for the other two PCs. The system will prompt you for the Application Destination first, then it will prompt you for the location of the One Vision database, this will be the mapped drive.

How do I backup my One Vision Data?

The program has a built-in backup/restore feature.

How do I restore my One Vision Data from backup?

How can I create my own reports in One Vision?

The reports can only be altered using Crystal Reports 8.5. If you have it installed on your computer, you may select File>Setup>Reports from the One Vision Main Menu. Highlight the report you wish to modify and click the Modify button at the bottom of the screen

How do I create just one address label per household?

In the list of reports to print (where we select Address Labels), there is also an option that says Address Labels One Per Household. It's down near the bottom of the list. This will create one label for the head of household (as you setup). Obviously, there's no need to set up a head of houshold for homes with only one name entered!

How do I integrate One Vision to QuickBooks?

First, make sure that you have run the QuickBooks Integration Component during the initial One Vision Installation. If not, re-run the Installatiion and select QuickBooks Integration Component.

Then, use the Setup Checklist Wizard. From the File Menu, select Setup Checklist. Then click the Accounting System Integration button. It will walk you through all of the steps.

Where is the Help File located, and how do I view the Online Help Manual?

After installing One Vision, either click the Help Button on the Desktop or use the F1 key on your keyboard to access the online help.

The Information on using the system can be found in the How Tos Section under the content tab (Table of Contents located in left window). If you do not see the Content Tab, click the Show Button at the top of the help page to display the Content Tab.

In the How Tos Section you will find information on the Initial Setup and The Process. The Process contains information on how to use the software: Entering Contributions, Adding Members to the Directory, and Printing Reports.

The Bookstore Fund is a non-tax deductible contribution item. However when I run the “Contribution Tax Receipt” report for an individual, this Fund appears on the report as well as their tax deductible contributions. How do I keep a non-tax deductible contribution from appearing in this report?

The check box, on the Fund setup screen, under the column heading “Tax Deductible” should be clear.

How can I enter and track an individual's pledge for the year?

How do I import my existing membership data into One Vision?

Can I also import existing contribution data into One Vision?

No. One Vision Only supports import of directory information.