QuickBooks Online DonorDock Integration
QuickBooks Online is a cloud-based accounting software that allows users to manage finances, track expenses, and generate receipts from anywhere with internet access.
DonorDock provides a built-in integration with QuickBooks Online that administrators can easily enable on the Integrations page. After connecting, gifts in received status in DonorDock will automatically generate Sales Receipts in your QuickBooks Online account.
To Enable QuickBooks Online Integration in DonorDock
Login to your DonorDock account as an Administrator
Click the Settings Menu (grid icon top right of DonorDock) and select Integrations
At the top of the Integrations page for Featured integrations, click on the tile for QuickBooks Online
Click the blue button to Connect to QuickBooks Online
You will be prompted to log in to QuickBooks Online with your current credentials
When prompted, confirm to grant access to DonorDock
Once connected to QuickBooks Online, you may click the Test Connection button on the integrations page to confirm the connection was successful
After connection with QuickBooks Online has been successful, click the Configure button to bring up the customization option for your integration
Details on all of the Configuration options available for the integration may be found below
After all Configuration options have been set, turn on the toggle to enable the Integration and click Save.
Configuration Options
Setting Name | Required/Optional | Description |
|---|---|---|
Deposit To | Optional Dropdown | This dropdown is available to select the "Deposit To" field of the sales receipt in QuickBooks Online. This is the account to which the money is deposited. Typically, this would go into an account of type Other Current Asset. This allows you to create deposits from the individual Sales Receipts for donations. If this configuration option is not set on the integration page, then Undeposited Funds will be used by default. |
Use Payment Method from Gift | Optional Toggle | When this toggle is enabled, the "Payment Method" (Cash, Check, Stock, etc.) from the gift record in DonorDock will be applied to the Sales Receipt in QuickBooks Online. |
Create Customers | Optional Toggle | When this toggle is enabled, as gifts sync from DonorDock, the integration will search for a matching customer by DonorDock Display Name in QuickBooks Online. A new customer will be created in QuickBooks Online if no match is found. |
Default Customer Name | Conditionally Required Text Field | If the "Create Customers" toggle is turned off, this text field will require input. You will need to provide the name of a default customer record in QuickBooks Online to which you want to apply the sales receipt. The system will either match this customer by name or create a new one if it does not find one. An example of a default customer name could be "General Donor" if not tracking customer names in QuickBooks Online. |
Product/Service | Required Dropdown Selection | This setting determines the Product/Service field's display on the sales receipt line item in QuickBooks. Dropdown options available:
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Create Product if Not Found | Optional Toggle | If the Product/Service source is set to either Campaign or Fund from DonorDock, this optional toggle will appear, allowing you to create a new product in QuickBooks Online. When enabled, the toggle will allow a new product to be created in QuickBooks Online if no matching Campaign or Fund name from DonorDock is found.
|
Default Class | Optional Dropdown | Class to use on the sales receipt. Class tracking must be enabled in your QuickBooks Online preferences for use |
Set Class from Fund | Optional Toggle | When turned on, when the sales receipt is created in QuickBooks Online, the Accounting Class Name from the Fund set on the Gift will be used to create a new Class in QuickBooks. If the Accounting Class Name is not set, the Default Class is used. |
Default Product | Required Dropdown | This default product in QuickBooks Online will be applied to the sales receipt line item.
|
Income Account | Required Dropdown | Income account used in QuickBooks Online when creating products with the Integration |
Amount | Required Selection | This option sets what amount total from DonorDock is used for the Sales Receipt in QuickBooks Online
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