This integration may not be included in every Funraise plan.
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.
____
In Funraise...
1. From the Profile Icon, click "Settings" and then click on the Integrations page.
2. On the Quickbooks integrations card, click on the Actions menu > "Edit". 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. Now, when you enter in a new transaction, you'll notice new fields that enable you to select your QuickBooks specific information.
2. When you enter a new transaction, the transaction will now be created in
QuickBooks
.
