Funraise can be integrated with the QuickBooks Online with a few simple steps.
What the integration does:
- The integration creates Sales Receipts in QuickBooks when an offline donation is entered.
- This integration DOES NOT send online donations. To do that, you'll want to directly integrate your own payment gateways with your quickbooks accounts.
1. To access integrations, click "Integrations" from the preferences gear icon in top nav bar.
2. Slide the toggle on for the QuickBooks integration
Note: If you do not see a QuickBooks option when viewing the integrations screen, contact us to enable the feature.
3. A pop-up OAuth window will appear asking you to authenticate and if you want to give Funraise access to manage your data, click "Authorize"
4. You'll receive a message letting you know "QuickBooks Successfully Connected" at which point you can safely close the pop-up window.
Updates to your platform:
1. You'll have new fields on offline donations that enable you to select your QuickBooks specific information.
2. When you enter an offline donation the donation will now be created in QuickBooks.