Follow the steps below to confirm you have completed the setup process of setting up the integration between 'Donor Management' and QuickBooks Online.
Step 1: Navigate to your organization's settings
From your 'Donor Management' Dashboard, click the 'Settings' tab on the left navigation panel and then click 'Your Organization'.
Note: If you cannot locate the 'Settings' tab, or the option to select 'Your Organization', you may not have the correct permissions as an administrator to make those changes. Click here to read more about admin permissions.
Step 2: Enable the QuickBooks Online integration
Scroll down on your 'Settings' page until you find the 'QuickBooks Online Integration' section. Switch the toggle to 'Enable (the) Integration with QuickBooks Online'.
Step 3: Navigate back to your organization's settings
Once you enable the integration, the 'QuickBooks Online' option will appear under the 'Settings' tab on the left-hand navigation panel.
Clicking it will bring you to a page where you can connect your 'Donor Management' and your QuickBooks Online accounts to complete the setup process. When you are ready, click the 'Get Started' button.
Step 4: Sign into your Intuit/QuickBooks Online account
Click 'Connect to QuickBooks' to initiate this setup.
A pop-up window will appear, prompting you to log into your Intuit/QuickBooks Online account. Enter your e-mail address, User ID, or phone number and click 'Sign in'.
Step 5: Sync your transactions
Once you have connected your accounts, you will be prompted to set your "sync from date."
Note: If you use the "close the books" date in QuickBooks Online, the sync will automatically pull that into this setup process so no transactions can be synced before that date.
The 'Sync from date' is the farthest date you want 'Donor Management' to pull transactions from when you sync to QuickBooks Online. This will determine which transactions appear "ready to sync" to your QuickBooks Online account.
We recommend setting the 'Sync from date' to the day after the last transaction you manually added to QuickBooks Online before setting up this integration.
Step 6: Select payment methods to include in the sync
In this section, you will choose the payment methods you want included in the sync. 'Donor Management' will automatically select payment methods already included within the system to sync - but, you can exclude certain ones if you choose.
Step 7: Map fields in 'Donor Management'
Lastly, you will map certain fields within 'Donor Management' so they align with fields available in QuickBooks Online.
You can map the following into QuickBooks Online:
individual donations
organization donations
ticket purchases
donations made to specific campaigns
donations made to designations
credit card transaction fees
Note: When mapped, these will appear under "mapped products," "mapped services," and "mapped classes" in your QuickBooks Online account.
Initially, you will need to map over individual donations, organization donations, and ticket purchases - but, you can always adjust those mappings later if need be.
When you are finished mapping these fields, review your selections and click 'Next' to finish the setup process.
Voila! You should now be connected to your QuickBooks Online account.
Now, when you navigate to the main page of 'QuickBooks Online' under your organization's settings in Network for Good, click 'View Transactions' to view transactions to be synced into QuickBooks Online!
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