DonorDock & QuickBooks Online

You can connect DonorDock to QuickBooks online (or Quickbooks Desktop via a different process) so you do not need to enter data twice for each gift.

Best practices for using DonorDock and QuickBooks together

It is best to track gifts directly into DonorDock, instead of directly into QuickBooks. You can then send that information tracked in DonorDock into QuickBooks without needing to double enter the data. You can accomplish this either through an integration or through exports to eliminate the need for double entry.

Two ways to connect DonorDock to QuickBooks - integration VS import

Method	Pros	Cons
Integration Automatically move gifts from DonorDock to QuickBooks via a Zapier integration. Requires DonorDock Essentials or Professional subscription.	Gifts are synced automatically	Requires creating a Zapier integration
Import Every month, export all new gifts from DonorDock, and Import them into QuickBooks online.	Requires less up front set up. Does not require a Zapier subscription or connection	Gifts are synced asynchronously A manual step is required to export / import gifts in bulk once a week or once a month.

Method

Pros

Cons

Integration

Automatically move gifts from DonorDock to QuickBooks via a Zapier integration. Requires DonorDock Essentials or Professional subscription.

Gifts are synced automatically

Requires creating a Zapier integration

Import

Every month, export all new gifts from DonorDock, and Import them into QuickBooks online.

Requires less up front set up.

Does not require a Zapier subscription or connection

Gifts are synced asynchronously

A manual step is required to export / import gifts in bulk once a week or once a month.

Connecting QuickBooks & DonorDock via a Zapier Integration Learn more about DonorDock and Zapier