QBO Integration
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Renae Leahy
I was asked by Support to send in these suggestions:
"I was very excited to see the new QBO integration but there are several issues with the options for setting it up.
- If you choose a Sales Receipt (by transaction) then it creates a Sales Receipt that deducts the fee right on the same transaction. The result is that a donation does not show as the full donation in the donor record in QuickBooks.
- There is nowhere to choose a Class allocation for the transactions. Most nonprofits and many churches require a Class to be allocated to each transaction for tracking of the 3 functional categories for the IRS. (Program, Admin & Fundraising)
- This is small but when choosing the QuickBooks account for mapping of individual funds, your drop down box shows all inactive/deleted accounts as well as active accounts.
It seems that the option to have a deposit transferred instead of a Sales Receipt may be helpful for some organizations.
Julia Rhodes
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Julia Rhodes
Hi Renae! Are you still experiencing these problems with the QBO integration? We have made a lot of updates since the integration first took off!
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Renae Leahy
Julia Rhodes: I've not tried the integration again as I didn't know of any corrections. I also no longer have need of it.
Julia Rhodes
Renae Leahy: No problem! If you would like to test it out again, you definitely can do that. I am going to close this ticket. If you do have any more feedback, we would love to hear it!
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Bogdan Vlagea
Julia Rhodes: I am interested in learning how this was resolved in QBO integration.
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Matt Morrison
Thank you for your suggestions here Renae Leahy! We're going to note this idea down and present this to the product team. If anything progresses we will keep you updated on this post.