Sync with QB Online classes in Tithely QB Automation
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Faith Family Church Hong Kong
Inside of Quickbooks Online are "classes", which are similar to "accounts" and can be assigned to a transaction in addition to assigning the account. So in the same way that I choose an account in my QB Online to match with the Tithely fund, it would be great to be able to choose a "class" to also match to a Tithly fund.
Julia Rhodes
Hi Faith Family Church Hong Kong, Jason Roberts, and Philip Carr! I am looking at making some improvements to the Quickbooks integration. Would either of you be interested in meeting with me to chat about this integration?
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SLCC Administrator
Julia Rhodes: I have the same issue with "classes" and am willing to work with you
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Philip Carr
Julia Rhodes: would be happy to.
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Faith Family Church Hong Kong
Julia Rhodes: Sure! Email or chat would be best.
Julia Rhodes
SLCC Administrator: I will reach out to you via email! Thank you!!
Julia Rhodes
Philip Carr: I will reach out to you via email! Thank you!!
Julia Rhodes
Faith Family Church Hong Kong: I will reach out to you via email! Thank you!!
J
Jason Roberts
This would help us, too. We use classes in Quickbooks Online for our General Fund, Missions Fund, Building Fund, etc. When Tithe.ly Giving pushes Bank Deposit records into QBO, we have to go into each one and assign the class for each line item. It would be nice if we could specify the class for each giving type (and also for the transaction fees, which would go to the General class).
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Philip Carr
Agree with this point, it would be good to have Class, location, or a Journal Entry to allow us to build it. We us "Projects" as dedicated funds for restricted funds in the chart of accounts. Would like to have the ability of the From / Customer field completed with either the Chart of Accounts listing.
Would prefer to have this integration from ChMS that includes manually entered transactions.