Learn about our newest features and enhancements!
QuickBooks Integrations with CharityEngine

Before you are able to create an integration between your Quickbooks online account and your CharityEngine dashboard, you’ll need to locate your Quickbooks API keys. If you do not know how to locate or create these, this may be a helpful article from the Intuit Developer website; Integration with QuickBooks Online API  

 

Once you have located your Quickbooks API key, follow these steps to configure your Quickbooks Integration within CharityEngine 

Sign into your Quckbooks Online account and keep the window open in a separate window.  
Log into your CE Dashboard  
Navigate to Configuration > Integrations > Quickbooks 
 


Click connect to Quickbooks  
Select the Deposit Account- choose the back account funds are deposited to. 
Select the Sync GL Code – this will be a base GLcode or a ‘catch all’ code. If you have any forms or campaigns set up to go into a different GL code they will override this.  

 
Toggle Sync Unbatched Transactions to ‘Yes’  
Sync Transactions Received After – Select the start date.  

   

After you complete these steps, you will want to set up a sync job. Here are those steps;  

Navigate to the Automaton & Workflow part of the application  
Synchronization > Sync Events
 
 
Click Create New at the top right  
Type = Quickbooks Sync > Next  

 
Name the event> Select the start date> input email addresses to send the job to > click next > Finish  

 
Now you’ll see this in the sync events. From here you can schedule the job to run for a later date, run the job immediately, or change the settings of the job. 
 

Powered by Powered By CharityEngine