Understanding the QuickBooks Disbursements Integration
| Is this the right integration for you? This integration is designed for political organizations — such as campaigns and political committees — that import disbursement data from QuickBooks Online into EveryAction for FEC and campaign finance disclosure reporting. If you are a 501(c)3 organization, or if your goal is to send data from EveryAction into QuickBooks, this is not the right integration for your needs. For contribution data exports, see How do I export Contributions Reports with Transaction Pro? |
QuickBooks Disbursements Integration Overview
If your organization is a political campaign or committee using EveryAction for FEC compliance and campaign finance reporting, the QuickBooks Disbursements Integration was built specifically for your team. It connects your QuickBooks Online account to EveryAction so you can bring disbursement and debt records into EveryAction directly — no manual re-entry required. You’ll find it in your Administrative Menu under Integrations.
Managing disbursements across two systems is time-consuming and creates room for errors. This integration removes the need to manually copy transaction data from QuickBooks Online into EveryAction by importing it for you. That means less transcription work, fewer data-entry mistakes, and more confidence that your disclosure records are accurate when it’s time to file.
Once your accounts are set up and mapped, your team can import transactions by date range, review what came in, and make any needed updates before filing — all within EveryAction. The integration supports a wide range of transaction types, including expenses, bills, credit card charges, payroll items, and reimbursements.
Compliance officers and campaign staff typically use this integration during FEC reporting cycles. Instead of starting from scratch in EveryAction, they pull recent transactions from QuickBooks Online, confirm the import, and work with the data right alongside their other compliance records. Reconciliation reports make it easy to see what’s been imported and what may still need attention before a filing deadline.
Use the sections below to understand what this integration helps you accomplish and find the right starting point for your task.
What This Feature Helps You Do
-
Import political disbursements and debts from QuickBooks Online into EveryAction without manual re-entry
-
Reduce transcription errors during FEC and disclosure reporting cycles
-
Keep your EveryAction compliance records consistent with your QuickBooks Online data
-
Reconcile imported transactions before each filing deadline
How This Feature Supports Your Work
| What the Feature Does | Why It Helps You | Real-World Use Case |
| Connects your QuickBooks Online account to EveryAction | Eliminates duplicate data entry across two systems | A compliance officer links their QuickBooks Online account once — all future imports pull directly from there |
| Imports transactions by date range | Lets your team pull exactly the records they need | A fundraiser imports all Q1 disbursements to prepare a disclosure filing |
| Maps transactions to designations and purposes based on account settings | Keeps disclosure data organized automatically | Staff review imported disbursements without needing to reassign designations by hand |
| Generates reconciliation reports after each import | Makes it easy to see what came in and what still needs review | A compliance officer runs the QuickBooks Disbursements Reconciliation Report before a filing deadline |
Seeing Your Impact
After importing transactions, two reconciliation reports help your team verify what came in and flag anything that needs attention:
-
QuickBooks Disbursements Reconciliation Report — shows imported disbursements that haven’t been edited since import
-
QuickBooks Debts Reconciliation Report — shows imported debts that haven’t been edited since import
Once a transaction is edited in EveryAction, it will no longer appear in these reports. For step-by-step guidance, see How do I run reports using the QuickBooks Disbursements Integration?
Common Things You’ll Do
-
Set up the QuickBooks Disbursements Integration
-
Import using the QuickBooks Disbursements Integration
-
Map accounts using the QuickBooks Disbursements Integration
-
Edit accounts using the QuickBooks Disbursements Integration
-
Run reports using the QuickBooks Disbursements Integration
Is This Feature Right for Me?
-
Your organization is a political campaign, committee, or PAC using the EveryAction Compliance package for FEC reporting
-
You track expenses, bills, or other disbursements in QuickBooks Online
-
You want to import that data into EveryAction to streamline disclosure filings
Feature Availability
-
Available to organizations with the EveryAction Compliance package — if you don’t have this and would like to add it, contact your Account Executive
-
Compatible with QuickBooks Online only — standard desktop versions of QuickBooks are not supported
-
This is a one-way import: data flows from QuickBooks Online into EveryAction only. You cannot send data from EveryAction back to QuickBooks Online.
-
Once one person in your organization completes the integration setup, others can use the integration without repeating the setup steps
Not quite what you were searching for?
- Navigate back to the QuickBooks Resource Index.
How do I connect QuickBooks Online to EveryAction for FEC reporting? | What is the QuickBooks Disbursements Integration in EveryAction? | Is the QuickBooks Disbursements Integration only for compliance reporting? | Can I import disbursements from QuickBooks Online into EveryAction? | Does EveryAction have a QuickBooks Online integration? | Who can use the QuickBooks Disbursements Integration in EveryAction? | How do I get started with the QuickBooks Disbursements Integration?