Integrate your DonorSnap database with your QuickBooks Online or QuickBooks Desktop account.
Data entry - once and for all
If you are using QuickBooks Online or QuickBooks Desktop (for PC), you can automatically integrate your transactions from DonorSnap to your QuickBooks general ledger for no extra cost.
To link your DonorSnap database to QuickBooks, there are a couple of simple steps that you must follow.
- Log in to QuickBooks and authorize access to your DonorSnap account.
- In DonorSnap, match up your DonorSnap Accounting Codes with your general ledger income accounts.
- Match your DonorSnap Payment Method with your general ledger asset accounts.
Once these three steps are complete, you can begin sending your transactions to Quickbooks.
Optional: Link customers with contacts
For those that want to keep detailed transaction information for each donor within DonorSnap and QuickBooks, you can link individual contact records with your QuickBooks customer accounts. QuickBooks customer codes can be added one at a time or imported using our Excel Import tool.
Send a batch to QuickBooks
Now that your two accounts are linked, you can easily send batches of your transactions to Quickbooks. Start by selecting which transactions you would like to include. Next, assign a date that you want them to be posted under. Don't worry about accidentally adding duplicates to QuickBooks. Safety measures within DonorSnap prevent a single transaction from being transferred more than once.