In this article, we'll provide an overview of the OnlineGiving.org QuickBooks ChMS direct integration.
QuickBooks (QB) Integration Overview:
OnlineGiving.org provides a direct API integration with QuickBooks for automatic Bank Deposit recording based on OnlineGiving.org Financial Batches. This QuickBooks integration is included in all of our $30+ per month plans and can be enabled alongside any ChMS integration or as a standalone feature.
In the sections below, we will cover the integration of OnlineGiving.org and QuickBooks in detail.
QuickBooks Online Direct Integration User Guide
- Getting Started with Setting up QB Integration
- How to Update Funds/Sub-Funds with Matching QB Accounts
- Timing of the Creation of QuickBooks Bank Deposits
- Video Overview of QuickBooks Bank Deposit Integration
- QuickBooks Integration Feature Overview
Documentation Report: QuickBooks Integration with OnlineGiving.org
Overview:
OnlineGiving.org offers a seamless QuickBooks integration tailored for nonprofit organizations, specifically churches. This integration enhances financial management, and simplifies accounting workflows.
Key Features:
- QuickBooks Overview:
- QuickBooks is accounting software by Intuit, designed to simplify donation management, tracking, and financial oversight for nonprofits.
- It helps churches increase giving and better engage with their congregations through streamlined financial tools.
- OnlineGiving.org QuickBooks Integration:
- Bank Deposit Recording: Automatically records financial batches into QuickBooks, with full breakdowns of accounts and associated transactions.
- Support and Resources:
- Guides and FAQs: Access to detailed user guides on QuickBooks integration, covering setup, and recurring schedules.
- Demo and Support: Churches can schedule a demo or contact OnlineGiving.org support via phone at (615) 206-4000 for assistance.
Looking for QuickBooks Desktop?
Good news! OnlineGiving.org also supports similar Deposit creation for QuickBooks Desktop via a Deposit IIF file export. This export provides the same level of detail as the QuickBooks Online OnlineGiving.org deposit slip creation documented throughout this guide.
To get started with QuickBooks Desktop integration, please reach out to support@onlinegiving.org.
Note: QuickBooks Desktop is a legacy QB product still available to enterprise QB users. OnlineGiving.org supports both QB Desktop and QB Online. However, the two should not be confused as they are different products with different integration methods.
Getting Started with Setting up QB Online Integration
Our knowledgeable support staff is happy to assist you with setting up QuickBooks integration. To get started, please send an email request to support@onlinegiving.org with the following information:
Required Information to Get Started with QuickBooks:
- QuickBooks Administrator Username
- QuickBooks Administrator Password
Alternatively, the church can create a new administrative user for support@onlinegiving.org within QuickBooks. We will use this access to sign into your QuickBooks control panel and configure (link) your OnlineGiving.org account with QuickBooks. We will retain the login credentials in our secure password vault for future remote support if necessary. Once your QuickBooks account is configured with your OnlineGiving.org account, we will update your funds/sub-funds with their associated QuickBooks accounts and confirm the successful integration setup.
How to Update Funds/Sub-Funds with Matching QB Accounts
OnlineGiving.org records bank deposits into QuickBooks with a breakdown of line items for the associated QB accounts. To achieve this, the QB account must be linked with OnlineGiving.org funds. Fortunately, this process is very simple. Below are the steps to associate a QuickBooks account with a fund (or sub-fund) in your OnlineGiving.org control panel.
- Log into the control panel.
- Click on Funds from the left navigation menu.
- Click the gear icon in the fund row you wish to manage.
- Select the Edit Fund option from the drop-down menu.
- Select the QuickBooks Account from the Accounts Fund drop-down menu.
- Click the Save button to commit changes.
- Repeat steps 2-6 for additional funds.
Timing of the Creation of QuickBooks Bank Deposits
The creation of QuickBooks bank deposits is based on OnlineGiving.org Financial Batches. OnlineGiving.org will automatically record a new bank deposit directly after closing a Financial Batch that is older than two days. Typically, churches can expect QuickBooks bank deposits to be recorded within two days after the financial batch closes. This waiting period ensures that the financial batch record is complete.
Example of QuickBooks Bank Deposit:
Video Overview of QuickBooks Bank Deposit Integration
Additional Resources
Integration with Other Church Management Systems (ChMS): OnlineGiving.org integrates with various platforms like Breeze ChMS, Rock RMS, Planning Center, and Fellowship One.
Donor and User Management: Features like recurring donation schedules, custom forms, and giving pages enhance user experience.
Marketing Tools: Includes text giving, text marketing with autoresponders, and chatbot integrations to increase engagement.
Contact Information:
Sales: (615) 206-4000
Support: Available via the "Submit Request" option or by calling customer support.
FAQ: OnlineGiving.org Features
Q: What is QuickBooks integration with OnlineGiving.org?
A: The QuickBooks integration allows nonprofits to simplify donation tracking and management. Financial batches are pushed into QuickBooks, complete with integrated bank deposit recording and line-by-line breakdowns of associated accounts.
Q: What features does OnlineGiving.org offer for churches using QuickBooks?
A: OnlineGiving.org offers an innovative donation platform for growth, including the ability to push financial batches into QuickBooks, detailed deposit recording, and automated management of donations and associated accounts.
Q: What kind of support does OnlineGiving.org offer?
A: OnlineGiving.org provides a wide range of support, including guides, articles, a Control Panel User Guide, FAQs, and specific user guides for donations, recurring schedules, users & donors, funds, custom forms, and more.
Q: What integrations are available with OnlineGiving.org?
A: In addition to QuickBooks, OnlineGiving.org integrates with several ChMS platforms such as Breeze, Planning Center, Church Builder, Fellowship One, Rock RMS, Salesforce, StudioC, Ministry Platform, TouchPoint, Aplos, DP Consulting, IconCMO, and Aegis.
Q: Does OnlineGiving.org offer any text giving or text marketing features?
A: Yes, OnlineGiving.org supports text giving and text marketing through features like auto-responders, phone number lists, text message schedules, and chatbot intents.
Q: What tools does OnlineGiving.org provide for managing donations and payments?
A: OnlineGiving.org offers tools such as donation management, recurring donation schedules, express donations, and embedded giving. It also includes a developer center for setting up transaction webhooks and custom integrations.
FAQ: Merchant Processing Help
Q: How does OnlineGiving.org assist with merchant processing for donations?
A: OnlineGiving.org streamlines merchant processing by integrating donations with QuickBooks, allowing financial batches to be automatically recorded with a detailed breakdown of accounts. This makes tracking and managing donations easier for nonprofits.
Q: Can OnlineGiving.org handle recurring payments?
A: Yes, OnlineGiving.org supports recurring donation schedules and helps manage them effectively through its control panel and integration with payment processors.
Q: What payment methods are supported by OnlineGiving.org?
A: OnlineGiving.org supports various payment methods through its platform, including checkouts, payments with sales tax considerations, and shipping for product collections.
Q: What features does OnlineGiving.org offer to improve transaction management?
A: The platform offers transaction webhooks for real-time payment notifications and embedded giving options to integrate donation tools into your website.
Q: Does OnlineGiving.org provide support for text-based donations and marketing?
A: Yes, in addition to regular donation processing, the platform offers tools for text giving and text marketing, including text message scheduling and chatbot integration for enhanced donor engagement.
