Before you get started be sure to review how the integration works so that you know what to expect once you're all setup and ready to go. If you've already setup the integration then get started syncing transactions.
Step 1 : In your Donor Management System go to Settings > Your Organization and scroll down to the QuickBooks Online Integration section to enable it for your account.
Step 2: Once it's been confirmed the integration is turned on, you can connect your Donor Management System with your QuickBooks Online account (so they can talk to each other)!
Under "Settings" on the left side of your Donor Management System click on "QuickBooks Online" and follow the steps to get connected.
Step 3 : Set your "sync from date" and confirm payment methods
The "sync from date" gives you control over which transactions initially appear as "ready to sync" to your QuickBooks Online account. Since you have been manually adding your transactions into QuickBooks Online we recommend setting the "sync from date" to the day after the last transaction that you added to QuickBooks. Once the setup is complete you will immediately see transactions that are ready to be synced and you should not see any transactions that are already accounted for in QuickBooks Online.
If you use the "close the books" date in QuickBooks Online then we will automatically pull this in so that no transactions can be synced prior to this date. No worries if you don't have this date set in QuickBooks Online.
Since transactions are grouped into sales receipts by date and payment method in QuickBooks Online, we will automatically sync the payment method options that display in your Network for Good Donor Management System to your QuickBooks Online account.
"NFG Donor Management" will display in the customer field on sales receipts in QuickBooks Online and "NFG Disbursement" will display in the payment method field for sales receipts containing transactions that are processed and disbursed to your organization by Network for Good.
Step 4 : It's mapping time
Save valuable time by setting default mappings within Donor Management. You can map individual and organization donations, ticket purchases, donations made to specific campaigns and designations and credit card transaction fees to products and services and classes in QuickBooks Online. When the transactions sync they will automatically appear in the mapped products and services and classes in your QuickBooks Online account. At minimum you must map individual donations, organization donations and ticket purchases during the setup process. You can always update your mappings later.
Step 5 : Review & Finish
Final step! Just take a quick look and make sure you feel good about your selections and then click "Next" to complete the setup. Once it's complete, click "View Transactions" to see all of the transactions that are ready to be synced to your QuickBooks Online account.
