QuickBooks

ELIMINATE DOUBLE DATA ENTRY

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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. Whether you use QuickBooks Online or QuickBooks installed, DonorPerfect has a way to connect your gift data with your accounting software so you only have to enter data once – even if you have multiple bank accounts!

QuickBooks Features

Both Installed and Online

  • Post to your existing General Ledger system
  • Configure how your gifts post to QuickBooks
  • Send transactions to multiple bank accounts
  • Detail and summary listings
  • Map gifts to bank accounts, income accounts, classes
  • Manage staff access for data entry tasks

QuickBooks Installed

  • Import DonorPerfect data files into QuickBooks
  • Creates bank account and income account entries
  • Send transactions to multiple bank accounts in one file

QuickBooks Online

  • Send gifts from DonorPerfect to QuickBooks in one click
  • Creates journal entries and transfers transaction detail
  • Quick access filters for posted/unposted gifts and more
  • View a history of posted gifts
  • Customize data and formatting
  • Post as individual gifts, daily or monthly summaries
  • Ability to map your donors to QuickBooks customers

QuickBooks Online Simple Setup

DonorPerfect makes it easy to set up through a step-by-step guided process. Simply choose the real-time QuickBooks Online bank account and map Income Accounts right from DonorPerfect. These can be changed in your DonorPerfect settings at any time

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