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Feature Overview: QuickBooks Disbursements Integration

If you are a fundraiser or compliance officer, you likely have a lot of disbursement data to manage across multiple platforms. The QuickBooks Disbursements Integration allows you to connect your QuickBooks Online account to our system so you can import, review, and modify disbursements with just a few clicks. Using this integration can help save you time and create more efficient campaign workflows.

Getting Started

Open the QuickBooks Disbursements Integration right from your Dashboard in the Administrative Menu, under the 'Integrations' section.

Note: If you have multiple compliance officers or fundraisers in your Organization, after one individual completes the integration setup, anyone else logging in afterwards will be able to use the integration without going through setup steps.

Feature details

The QuickBooks Disbursements Integration needs to be set up and connected with a QuickBooks Online company before disbursements can be imported:

Setting up the QuickBooks Disbursements Integration

Seamlessly establish a connection between our system and QuickBooks Online with an easy-to-follow four-step process. Integrate specific accounts and add mapping details to each account to ensure imported transactions are associated with the correct designations.

Using the QuickBooks Disbursements Integration

Easily manage details about your connected QuickBooks Online accounts and import transactions into our system from within the integration.

The integration supports importing various transaction types, including expenses, purchases, bills (debts), bill payments, bill adjustments, credit card expenses, credit card payments, payroll items, and reimbursements. When importing from QuickBooks Online, the system creates disbursements based on transaction data and your mapping inputs for the specific account.

Feature Availability

The QuickBooks Disbursements Integration is only available with the EveryAction Compliance package. If you do not have EveryAction Compliance but would like to add it to your plan, please reach out to your Account Executive for more information.

Note: The integration is only compatible with a QuickBooks Online account, not a standard QuickBooks account. Additionally, this integration only brings disbursements and debts from QuickBooks Online into our system. You cannot export items directly into your QuickBooks Online account.

Reporting

After importing transactions, you can run two types of QuickBooks Reconciliation Reports to review what you have imported:

  • QuickBooks Disbursements Reconciliation Report: shows any disbursement with a QuickBooks Online external ID that has not been updated since import

  • QuickBooks Debts Reconciliation Report: shows any debt with a QuickBooks Online external ID that has not been updated since import

These reports help you track and verify that transactions have been properly imported and processed in your system.

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