Quickbooks Integration
complete
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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G
Gabrielle
Yes, mapping Zeffy donors to Quickbooks customers is essential. Without that, this doesn't work for me.
J
Jonathon
I'd like to see additional functionality added to the integration:
- Create customer in QB
- Ability to map to more than one chart and/ or product in QB. i.e. is i sell three itms via zeffy - I want to be able to point to seperate items/ charts in QB.
- create sales reciepts in QB after a zeffy sale.
Michel (Product @Zeffy)
updated the status to
complete
Great news — QuickBooks Online integration is now live! 🎉
You can connect your Zeffy account directly to QuickBooks Online and have your payouts automatically synced as Deposits. Each deposit is broken down by campaign, so your income lands in the right accounts without manual data entry.
Here's what you can do:
Map each campaign to a specific QuickBooks income account, class, and product/service
Additional donations and tax-deductible amounts are separated automatically
To get started, head to Finances → QuickBooks in your Zeffy dashboard and connect your QuickBooks Online account.
B
Billie
Michel (Product @Zeffy) Great! Thanks so much. Can't wait to try!
D
Dorothy
Yes! Love this. It will be very important to have a robust way of matching the zeffy contact to the QuickBook customer.
J
Jim
The integration with QBO, while appreciated, needs to have a line for each contribution so customer information can be added, not totaled. The new way, creates more work unfortunately. Applaud the effort, just needs a tweak. Thx
Michel (Product @Zeffy)
updated the status to
in progress
M
Mary
Yes, it would help our volunteer treasurer immensely.
V
Vanessa
Yes! Please make this happens. Thank you.
D
Dmitry
Amen!
C
Christa
YES! And with direct mapping to our Quickbooks categories/subs. This would be most helpful.
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