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. View/...

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...

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 ...

Go to Account and then choose Accounting > Quickbooks Lists. Click on New. Add the Item Name from Quickbooks. Add the Item Type (usually Service ...

1. Go to Account and then choose Accounting > Quickbooks Lists.              *The Classes are in a dropdown box beneath the Item List. 2. Click ...

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...

The way your transactions are imported into QuickBooks depends on your mapping in DonorView. Please see below for different mapping options: 1. Map the...