Send financial data from DonorPerfect to QuickBooks

DP Accounting with quickbooks logo

Designed to help today’s fundraisers save time and hassle while balancing the books, Intuit QuickBooks is an essential tool for all nonprofit organizations. QuickBooks is integrated with DonorPerfect to simplify fundraising accounting and eliminate double-entry.

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Benefits

  • Easily customize how you send data from DonorPerfect to QuickBooks
  • Save time and reduce errors by eliminating double data entry
  • Provide a complete and accurate audit trail for financial reporting
  • Seamlessly and securely manage expenses, financial statements and non-donor revenue with QuickBooks while benefiting from DonorPerfect’s specialized features for managing donor, gift, and pledge data
  • Link DonorPerfect donors and gifts to QuickBooks customers, classes, bank accounts, and income accounts

Features

  • Security access enabling
  • Simplified setup and data mapping for single gifts, daily summary, monthly summary
  • Quick access filters for gifts (posted, unposted, missing codes, date range, etc.)
  • Anytime access to posted gifts history
  • Field mapping for classes and sub-classes
  • Ability to map a donor to a QuickBooks customer

Overview

DonorPerfect integrates with both Intuit QuickBooks Desktop and QuickBooks Online to simplify your nonprofit accounting and eliminate double data entry. Designed to help today’s fundraisers save time and hassle while balancing the books, QuickBooks is an essential tool for all nonprofit organizations. Nonprofits can easily manage their fundraising efforts with a single source for donor and financial data.

Benefits

  • Import transactions from DonorPerfect
  • Customize how you send data from DonorPerfect to QuickBooks
  • Save time and reduce errors by eliminating double data entry
  • Provide a complete and accurate audit trail for financial reporting
  • Manage expenses, financial statements and non-donor revenue with QuickBooks while benefiting from DonorPerfect’s specialized features for managing donor, gift, and pledge data
  • Link DonorPerfect and gifts to QuickBooks customers, classes, bank accounts, and income accounts

Features

  • Simplified setup and data mapping for single gifts, daily summary, and monthly summary
  • Security access enabling 
  • Quick access filters for gifts (posted, unposted, missing codes, date range, etc.)
  • Anytime access to posted gift history
  • Field mapping for classes and subclasses
  • Ability to map a donor to a QuickBooks customer

How it works

Start and end your transaction entry with DonorPerfect to avoid manual errors and save countless hours. Maintain complete details for donors, gifts, pledges, and communication in DonorPerfect, and sync only needed financial data for accounting.

Post

Choose data to send to QuickBooks

TRACK

Track & reconcile transactions with certainty

SAVE TIME

Avoid double data entry with the click of a button

1. How does this integration help our fundraising and accounting team?

2. If I do not have QuickBooks Online, how can I buy it?

3. What information is synced to DonorPerfect?

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DonorPerfect Integrated with Quickbooks Screenshot

Fast Facts

About: QuickBooks is the #1 rated online accounting software for nonprofit organizations.

Category: Financial + Accounting

Country Availability: United States, Canada

Integration Type: One-Direction API

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