This integration may not be included in all Funraise plans.

This version of the integration is in beta. You can learn about the existing QuickBooks functionality here.

Funraise's QuickBooks integration syncs Donor and Donation data with QuickBooks Online automatically and in real-time.

Connect QuickBooks

Access Settings > Integrations > QuickBooks > Edit
Toggle QuickBooks On > Complete the authorization popup
Configure the integration
1. Select whether or not to sync donors as customers
2. Select whether or not to sync online donations (offline donations will always be synced). Activating online donation syncing will reveal several more mapping options described below.
3. Map values for Account, Class, and Product/Service
4. Map values for payment methods
5. Select your preferred fee syncing method (described below)
Click Save

Data Sync

Supporters

Funraise Supporter data is synced with QuickBooks Customers.

Primary Address

Title

First Name

Last Name

Suffix

Institution Name (if applicable)

Phone

Transactions

Funraise Transaction data is synced with QuickBooks Sales Receipts.

Amount

Currency

Customer

Donation Date

Check Number (maps to Payment Reference Number)

Memo (maps to Private Note)

Payment Method

Account

Class

Product/Service

Fees* (configurable)

Fees

You can configure how you would like to sync fee data with QuickBooks. There are three options:

Do not separate fee data as separate line items	There is one line item for the transaction, and the amount is the total payment amount, including the donor's intended gift amount and the amount added by the donor to cover fees.
Include fee data as separate line items	This will sync the following data as separate line items: Intended Amount Funraise Platform Fee External Fee Coverage
Only include net donation amount	This syncs only the intended gift amount and does not include the amount added by the donor to cover fees.

Good to know

Online transactions will use the default Account, Class, and Product/Service values you've configured in settings, but when entering offline transactions, you'll be able to manage these mappings manually.