QuickBooks Integration
Manage your fundraising efforts
with a single source of truth for donor & financial data.
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Why we’re better together
Integrating your accounting software with your fundraising CRM saves staff time by automating processes like reporting, syncing, reconciling gifts, and even thanking donors – during office hours or on the go.
Spend less time on administrative tasks and more time building donor relationships:
- Easily import transactions from DonorPerfect
- Cut time spent categorizing your transactions in half
- Ensure clean, accurate data with audit trails to align your team
- Promote better decision-making for your organization
- Make room in your schedule for more strategic planning
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
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