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
I love the simplicity of DonorPerfect on my end as a user. I have worked with other programs, and DonorPerfect has, by far, been the easiest to learn and to integrate."
