This integration may not be included in all Funraise plans.
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
Select whether or not to sync donors as customers
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.
Map values for Account, Class, and Product/Service
Map values for payment methods
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 |
Memo (maps to |
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:
|
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.