If you have not yet connected your Donor Management System to QuickBooks Online you can learn how to do that here. If you have questions about the integration you can see how it works here.

Also, if you do not see the QuickBooks Online option in 'Settings' then please click that message icon in the bottom right hand corner and let us know so that we can get it turned on for your account.

Syncing transactions to QuickBooks Online
After you have completed the setup of the QuickBooks Online integration you will immediately see transactions that are ready to be synced. You have full control which transactions sync to QuickBooks Online and when they sync. Select the transactions you want to sync, click "Bulks Actions" and then select "Sync to QuickBooks Online."

As described in the "about the integration" article, when transactions sync to QuickBooks Online they are grouped into sales receipts by date and payment method. This means that if you sync transactions that occurred on different days at least two separate sales receipts will be created. It also means that if you sync transactions that were received via two different payment methods - like by check and online - then at least two separate sales receipts will be created in QuickBooks Online.

If you do not wish to sync a transaction to QuickBooks Online then click the drop down to the right and select "Remove from Syncable Transactions" and you will no longer see it in the "Ready to Sync" list.

Finding details for sales receipts
Are you in your QuickBooks Online account looking at a sales receipt and you need to know details for the transactions that are included? No worries, just go into your Donor Management System and search for the sales receipt ID and you'll be able to view the details of all transactions included in the sales receipt.

Filter on transactions
Want to find transactions that have been synced to QuickBooks Online this month? Or, do you want to see transactions that belong to a specific campaign that have not yet been synced? Or, maybe you want to quickly find those transactions that were unable to be synced. You can do all of this and more quite easily using the filtering on the transactions page.