SteepleMate | Communications | Knowledge Base


    • Recent Articles

    • Export Contribution Statements in SteepleMate

      This guide will walk you through exporting contribution statements to PDF, XLSX, and image formats. While multiple file types are available, PDF and image formats are the most commonly used. Before You Begin Before exporting, ensure you have ...
    • How to Send Emails in SteepleMate

      This guide will walk you through using the email features in SteepleMate, including sending messages to individuals and groups. Composing a New Email Navigate to the Email Composer From the left navigation menu, select Communicate > Send Messages. ...
    • I accidentally deleted someone's profile. What can I recover?

      Can a deleted profile be recovered? Unfortunately, due to compliance requirements, once a profile has been expunged in SteepleMate, it cannot be recovered. This action is permanent and irreversible. Is any data retained after deletion? While the ...
    • How to Expunge a Person’s Data in SteepleMate

      SteepleMate provides an option to permanently delete a person's data from the system. This action is designed to help comply with privacy laws such as the California Consumer Privacy Act (CCPA/CPRA) and the EU General Data Protection Regulation ...
    • How to Connect Your QuickBooks Account to SteepleMate

      SteepleMate is the only cloud-based church management system certified by Intuit, offering a direct integration with QuickBooks Online. This integration allows you to post journal entries for online giving and in-person offerings directly to ...