Quickbooks Integration
C
Christopher
For organizations which use Quickbooks, the ability to automatically transfer information from sales/donations to accounting software would be highly advantageous.
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A
Ariel
This would be a huge time saver for our organization!
L
Lori
Would love to have that feature
M
Maryse from Zeffy
Merged in a post:
Automate zeffy transactions into Quickbooks online
J
Joanne
You state to use something called Zapier to link zeffy into quickbooks. I am an accountant and not a programmer - it would be very helpful if you could do a youtube video showing this process exactly and how it then looks and works in Quickbooks online so I could make that decision to streamline our data entry. Right now it is manual entry and automation is what we need!
B
Boris
This is a deal-breaker for my organization. The Treasurer refuses to continue using Zeffy because he has to reconcile the donations from Zeffy manually. As a volunteer, he just doesn't have time for that. We'll have to stick with PayPal for now :(
M
Maryse from Zeffy
Merged in a post:
Export to QBO
G
Gene
Allow export of donations to QBO. Also to be able to have donors choose if their donation is restricted or unrestricted
M
Maryse from Zeffy
Merged in a post:
QuickBooks Online Connection
K
Kelly
Would love to be able to connect to quickbooks to make account much easier
B
Ben
Agreed.
M
Michele
Rather than use Zapier and pay and extra $17/month!
M
Maryse from Zeffy
Merged in a post:
QBO
G
Gene
Sync Donations from Zeffy to QuickBooks Online
M
Maryse from Zeffy
Hi Gene! I will merge this request with a similar existing one. Also, did you know that you can push your Zeffy data to Quickbooks as of today using our Zapier integration? Here's how to proceed : https://support.zeffy.com/do-you-integrate-with-quickbooks
A
Ashish
Maryse from Zeffy The current zapier integration misses the basic point of Quickbooks integration - which is to reconcile payouts with the detail of what transactions were in a given payout.
Till you add a "Payout" event for zapier - I don't think it fair to refer to this as a QB integration feature.
M
Maryse from Zeffy
Ashish Thanks for this additional information! I understand you'd like to reconcile payouts with transactions directly in Quickbooks, that makes sense. In the meantime, have you been using Payouts reports, which include the full list of transactions and refunds included in one deposit? Payments reports are more detailed, also include answers to custom questions and full payments information, as well as the payout date. :)
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