Intergration Setup

How do I give access to the Quickbooks setup and export?
You will need to be an Admin user in order to perform these steps: Go to Account and then Manage Users > DonorView Users. Click on the user. Cl...
Wed, May 3, 2017 at 8:21 AM
How do I set up the Quickbooks integration?
Add accounts from your Chart of Accounts that is in Quickbooks.   Typically, you only need your cash accounts, undeposited funds (if you use it) and the inc...
Wed, May 3, 2017 at 1:34 PM
How are the transactions created in Quickbooks?
The transactions will be created using Sales Receipts in Quickbooks.
Wed, May 3, 2017 at 8:27 AM
Does the donor information get created in Quickbooks?
You can choose Summary or Detail when exporting the file from DonorView. If you choose Summary, then it will only bring in summary information for each ...
Wed, May 3, 2017 at 8:28 AM
Does the import create duplicate customers in Quickbooks?
The import will use the Customer Name in Quickbooks to see if the customer already exists.  It will compare the Customer Name with the First Name & Last...
Wed, May 3, 2017 at 8:28 AM
How do I export the file from DonorView?
Go to Account and then choose Accounting > Transaction Export. Use the filters on the left (or on the column headers) to filter to the transactions t...
Thu, Aug 10, 2017 at 9:43 AM
Can I review the transactions that are in the .IIF file?
Yes, you can filter the export screen and click on Export to Excel.  This will bring everything into an Excel file so that you can review it before importin...
Wed, May 3, 2017 at 8:29 AM
Can I change the accounting instructions for just a specific transaction?
Yes, on every transaction, you will see the debit, credit and class at the very bottom.  This is pulling from the mappings that have been entered.  If you n...
Wed, May 3, 2017 at 8:30 AM
How do I add accounts from my Chart of Accounts that is in Quickbooks?
Typically, you only need your cash accounts, undeposited funds (if you use it) and the income accounts.  You may want to include the receivable account if...
Wed, May 3, 2017 at 8:31 AM
How do I add my Items from Quickbooks?
Go to Account and then choose Accounting > Quickbooks Lists. Click on New. Add the Item Name from Quickbooks. Add the Item Type (usually Service ...
Wed, May 3, 2017 at 8:32 AM