Integration 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...
Mon, Jun 8, 2020 at 8:31 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 ...
Fri, May 22, 2020 at 10:14 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
How do I add my Classes from Quickbooks?
1. Go to Account and then choose Accounting > Quickbooks Lists.              *The Classes are in a dropdown box beneath the Item List. 2. Click ...
Fri, May 22, 2020 at 10:27 AM
How do I map the transactions in DonorView to the transactions that should be created in Quickbooks?
The goal in this step is to designate the items, accounts and classes in Quickbooks based on the For, Fund & Event fields in DonorView. As an examp...
Fri, May 22, 2020 at 10:30 AM