This option will create a journal entry with a debit in your asset account and a credit in your income account for each donation record you push to QuickBooks. One journal entry for each donation with one debit and one credit. A varying level of details is sent to QuickBooks depending on the method chosen #1 Journal Entry – Detail You will not need to link up each DonorSnap contact to a customer record in QuickBooks. These options will require the least amount of setup. Journal Entries: General Ledger Only Methods The fourth option creates sales receipts that are linked to a customer record in QuickBooks. The first three create journal entries in various forms and do not link to a customer record in QuickBooks. There are four methods of integrating your DonorSnap donation records with QuickBooks. The next step will require consulting with your bookkeeper. Go to Maintenance > Site Setup > Integrations and click the QuickBooks Integration tab If you have only one company account tied to this username, then it will automatically select it for you.Ĭ) Configuring your QuickBooks integration settings: You’ll be asked to sign in to your QuickBooks account if you are not already. Click the Authorize button and follow the directions from Intuit. Go to Maintenance > Site Setup > Integrations and click the QuickBooks Integration tabĢ. Authorize DonorSnap to access your QuickBooks Online accountġ.
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