Video Outline
- Choose you QuickBooks Online Integration Method: General Ledger Only or General Ledger and Donor Detail
- Manually enter your QB Customer Code for each contact
- Use Excel Import to upload a spreadsheet of your QBCustomerCodes in bulk
DonorSnap is able to integrate your database with your QuickBooks Online account. This integration requires some setup before it can be used the first time, but after it has been configured, donations can be easily sent to QuickBooks in batches. If you are using the installed desktop version, read the QuickBooks Desktop Integration Setup Guide.
Continue reading “QuickBooks Online Integration Setup Guide”DonorSnap is able to integrate your database with your QuickBooks Desktop account. This integration requires some setup before it can be used the first time, but after it has been configured, donations can be easily sent to QuickBooks in batches. If you are using the online version, read the QuickBooks Online Integration Setup Guide. Continue reading “QuickBooks Desktop Integration Setup Guide”
The QuickBooks integration in DonorSnap will allow you to send batches of donation records to your QuickBooks Online or QuickBooks Desktop account. This will prevent any need for duplicate entry and will quickly reconcile your donations with your accounting books. Continue reading “Integrating Transactions from DonorSnap to QuickBooks”
In the General Ledger Only integration method, only the AccountingCode and PaymentMethod fields are linked with QuickBooks general ledger accounts. A journal entry is created for each integrated donation and it is not assigned to a QuickBooks customer account. Continue reading “QuickBooks – FAQ – General Ledger Only”
In the Donor Detail integration method, each DonorSnap contact is manually linked with a QuickBooks customer account. When a donation is integrated with QuickBooks, it is assigned to the linked customer account and a sales receipt is generated. Continue reading “QuickBooks – FAQ – Donor Detail”
Can I use classes with the integration?
Yes, classes are compatible with both the QuickBooks Online integration and the QuickBooks Desktop integration by creating a user defined field called QBClass. The front end interface used to link the QBClass user defined field with the classes in QuickBooks is currently only used for the QuickBooks Online integration. Continue reading “QuickBooks – FAQ – General”
Here is a list of known QuickBooks Online error codes that can occur during integration and their explanations: Continue reading “QuickBooks Online Error Codes”