Installing QuickBooks Online in Integration Builder

Professional subscriptions with DonorDock include access to the Integration Builder, which utilizes Albato to create connections with various tools.

One of the available integrations is with QuickBooks Online, which users can set up through the Integration Builder.

Using QuickBooks Online in the builder, two pre-built scenarios are offered that you may turn on:

• Template: DonorDock to QuickBooks Online (Sales Receipt) – Create a new sales receipt from a DonorDock gift in QuickBooks Online.

• Template: DonorDock to QuickBooks Online (Create Gift Batch Deposit) - Create a deposit in QuickBooks Online for all received gifts when a gift batch is closed in DonorDock.

You also have the option of using the builder to create a custom scenario if desired.

To Install QuickBooks Online in the Builder

1. Access the Settings Menu
   Click on the grid icon located in the top right corner of DonorDock to open the Settings Menu.

2. Select Integrations
   From the Settings Menu, choose the "Integrations" option.

3. Navigate to the Integration Builder
   On the Integrations page, scroll down to the bottom until you reach the Integration Builder section.

4. Launch the Integration Builder
   Click the “Launch” button to enter the Integration Builder.

5. Install QuickBooks Online
   Find the QuickBooks Online tile in the Marketplace and click the “Install” button.

6. Check Existing Integrations
   If you’re unsure whether your organization has already activated or started integrating with QuickBooks Online, click on “My Installations” to review your current setups.

7. Confirm the Integration Scenario
   The template scenario for the integration will appear. Click the “Continue” button at the bottom right to confirm the connection.

8. Connect Your Accounts
   You will be directed to the Connections page to link your accounts. The DonorDock connection should automatically connect.

9. Add a QuickBooks Connection
   Click on “Add a Connection” for QuickBooks.

10. Customize Connection Name
    Before proceeding, you can customize the connection name. Then, click “Continue” to connect QuickBooks Online to the builder.

11. Grant Access to QuickBooks
    Click on “Grant Access.” A new window will pop up prompting you to sign in to QuickBooks Online with your email and password.

12. Confirm Access Request
    After logging in and confirming the access request, return to the integration builder and click “Continue” at the bottom of the Set Up Connections page.

13. Complete Template Scenario Installation
    Once you've completed the connection setup, the installation of the template scenario is finished. Click the “Let's Go!” button to proceed.

14. Activate the Prebuilt Scenarios
    If you’re one of using the prebuilt scenarios to create a sales receipt from a DonorDock gift or create a deposit from a gift batch, click the “Start” button in the bottom left corner or toggle the switch to activate the scenario.

15. Return to the Integration Builder
    If you wish to go back to the Integration Builder, click on “My Installations” located at the top left.