QuickBooks Online Integration

Objective

• Facilitate the automatic creation of Customers, Sales, Invoices, or Payments in QuickBooks when you receive a GiveDirect donation.

Getting started

• We will create a custom URL (HTTP Request) that is used by GiveDirect to make a connection to the QuickBooks Online account.
• A set of login credentials to the QuickBooks Online account is securely stored by GiveDirect and used for the connection. The charity will provide the login credentials to GiveDirect.
• We will test the connection to ensure that it’s working properly.
• If the charity has existing recurring transactions with GiveDirect, the charity will provide the QuickBooks Customer Record ID for each person. We will store that in the GiveDirect record and use it when creating a new sales receipt each month.
• Field Mapping: We will have a Zoom call with you with screen sharing to go through the process of mapping your QuickBooks fields to the GiveDirect fields.

Live Actions

When a donation occurs, GiveDirect can complete any of the following actions in the QuickBooks Online account. The list below is a partial list of the most common actions.

• Find Customer – Finds a customer by email address.
• Create Customer – Adds a new customer.
• Find Invoice – Find an invoice by number.
• Update Invoice – Updates an existing invoice.
• Create Sales Receipt – Adds a new sales receipt.
• Create Payment – Creates a new payment, optionally linked to an invoice.

Conditional Formatting

If you need a date formatted a certain way, a field concatenated, or data assigned using an if/then condition, we can do that.

Future Updates

Your database and business processes will change over time. Updates to your integration file

are always free of charge.