QuickBooks Online is a cloud-based accounting software that simplifies bookkeeping and financial reporting.
Connect Anedot to QuickBooks Online
To connect your Anedot fundraising account to QuickBooks Online, follow the steps below:
-
Access the Settings > Integrations > Directory tab within your Anedot fundraising account.
-
Next, click the blue + New Connection button in the upper right corner.
-
Select QuickBooks from the Directory List.
-
Select which Action Pages you would like synced with QuickBooks Online. All Action Pages is the default.
- To exclude pages, enter a comma separated list of the Action Page IDs.
- Optionally, you can scope the integration to only send team-specific data to QuickBooks Online.
-
Click the blue Save button.
-
You will be redirected to log in to your QuickBooks Online account.
7. Once you have logged in successfully, select your Company , then click Next .
8. You will be redirected back to Anedot to confirm your connection has been completed!
Some other items to be aware of:
- The Action Pages and Teams can be modified at any time post-setup. To change the Company associated with the connection, you will need to create a brand new QuickBooks Integration connection.
- Anedot only sends donor contact information and the donation amount with each relay. Transfers and fees are not relayed at this time.
Data Relays
-
Anedot relays data for Donation Pages only.
- Custom Field data is not included in relays.
-
Anedot completes a "Find or Create User" action before each donation relay.
- If a user is found, we use the user's ID to only relay the Donation Submission.
- If a user is NOT found, we relay the information needed to Create a User in QuickBooks, and then relay the Donation Submission.
-
Relayed donations can be viewed from the QuickBooks menu in the Sales > All Sales tab.
- Relayed donations can also be viewed in Undeposited Funds by accessing the Accounting > Chart of Accounts tab.
Customize Fund Allocations for Quickbooks
To customize where funds are allocated in QuickBooks, follow the steps below:
- Access the Sales tab within QuickBooks.
- Select Products and Services .
- Next, click the green New button to create a new Item.
- Choose either Non-Inventory or Service as the Item type.
- When creating the new Item, select the Income Account you want associated with the Item, then click Save . See Image 2.
- Run a report on the Item. See Image 3.
- Copy the Item Number from the URL where it says "item=" .
- You may need to Switch to Classic View if you do not see the "item=" in the URL.
-
In Anedot, set the Fund Internal Identifier to match the Item ID in QuickBooks.
- You can find the Fund Internal Identifier within the Settings > Finance > Funds tab. Hover over the Fund, then click View .
-
Once the new Item setup has been completed successfully, donations from Anedot to QuickBooks will relay directly to the matching Income Amount rather than Undeposited Funds .
You can view relayed donors ("Customers" in QB) click the Sales > Customers tab or, in the side menu, select "Customers & leads"
Field Mapping
The Anedot Fields match the Submission's Raw Data, and the QuickBooks fields match the Request Body relay.
Create User Fields
Anedot Field | Quickbooks Field |
---|---|
title | Title |
suffix | Suffix |
address { city line1 line2 country postalCode region } | BillAddr { City Line1 Line2 Country PostalCode CountrySubDivisionCode } |
firstName | GivenName |
lastName | FamilyName |
middleName | MiddleName |
"[firstName] [middleName] [lastName] [email]" | DisplayName |
phone | PrimaryPhone FreeFormNumber |
PrimaryEmailAddr Address | |
"firstName middleName lastName" | PrintOnCheckName |
Donations Fields
Anedot Field | Quickbooks Field |
---|---|
amount (x100) | Amount |
"SalesItemLineDetail" | DetailType |
"Anedot Donation [Donation id]" | Description |
created_at (date only) | SalesItemLineDetail ServiceDate |
created_at (date only) | TxnDate |
Customer Id (from Response Body - User Found/Create User) | CustomerRef value |
*Custom Hidden Fields must be added to the Action Pages in order to be relayed. Click here to learn more about Custom Hidden Fields!
**UTM Campaign can be added to the Page URL in the Action Page Builder.
Payload Data
Request Headers
`{``}`
Request Body
Find User
`{`
"query": "select * from Customer where PrimaryEmailAddr = '[[email protected]](/cdn-cgi/l/email-protection)'"
`}`
Create User
`{`
"Title": null,
"Suffix": null,
"BillAddr": `{`
"City": "New Orleans",
"Line1": "123 Anedot Way",
"Line2": null,
"Country": "USA",
"PostalCode": "99999",
"CountrySubDivisionCode": "LA"
`}`,
"GivenName": "Anna",
"FamilyName": "Dote",
"MiddleName": "A",
"DisplayName": "Anna A Dote [[email protected]](/cdn-cgi/l/email-protection)",
"PrimaryPhone": `{`
"FreeFormNumber": "2255555555"
`}`,
"PrimaryEmailAddr": `{`
"Address": "[[email protected]](/cdn-cgi/l/email-protection)"
`}`,
"PrintOnCheckName": "Anna A Dote"
`}`
Donation Relay
`{`
"Line": [`{`
"Amount": 123.0,
"DetailType": "SalesItemLineDetail",
"Description": "Anedot Donation d86691264b5db78fa59f9",
"SalesItemLineDetail": `{`
"ServiceDate": "2023-05-17"
`}`
`}`],
"TxnDate": "2023-05-17",
"CustomerRef": `{`
"value": "234"
`}`
`}`
Response Body
User Not Found
`{`
"time": "2023-05-17T16:05:31.157-07:00",
"QueryResponse": `{``}`
`}`
User Found
`{`
"time": "2023-05-18T08:34:14.317-07:00",
"QueryResponse": `{`
"Customer": [`{`
"Id": "74",
"Job": false,
"Active": true,
"domain": "QBO",
"sparse": false,
"Balance": 0,
"Taxable": true,
"BillAddr": `{`
"Id": "208",
"City": "New Orleans",
"Line1": "123 Anedot Way",
"Country": "USA",
"PostalCode": "99999",
"CountrySubDivisionCode": "LA"
`}`,
"MetaData": `{`
"CreateTime": "2022-08-16T17:30:36-07:00",
"LastUpdatedTime": "2022-08-16T17:30:36-07:00"
`}`,
"GivenName": "Anna",
"IsProject": false,
"SyncToken": "0",
"FamilyName": "Dote",
"CurrencyRef": `{`
"name": "United States Dollar",
"value": "USD"
`}`,
"DisplayName": "Anna Dote [[email protected]](/cdn-cgi/l/email-protection)",
"PrimaryPhone": `{`
"FreeFormNumber": "2252501301"
`}`,
"V4IDPseudonym": "00209850ba6b576ae84a5fa61e6439aad0a74c",
"BillWithParent": false,
"ClientEntityId": "0",
"BalanceWithJobs": 0,
"PrimaryEmailAddr": `{`
"Address": "[[email protected]](/cdn-cgi/l/email-protection)"
`}`,
"PrintOnCheckName": "Anna Dote",
"FullyQualifiedName": "Anna Dote [[email protected]](/cdn-cgi/l/email-protection)",
"PreferredDeliveryMethod": "Print"
`}`],
"maxResults": 1,
"startPosition": 1
`}`
`}`
Create User
`{`
"time": "2023-05-17T16:05:31.275-07:00",
"Customer": `{`
"Id": "234",
"Job": false,
"Active": true,
"domain": "QBO",
"sparse": false,
"Balance": 0,
"Taxable": true,
"BillAddr": `{`
"Id": "1234",
"City": "New Orleans",
"Line1": "123 Anedot Way",
"Country": "USA",
"PostalCode": "99999",
"CountrySubDivisionCode": "LA"
`}`,
"MetaData": `{`
"CreateTime": "2023-05-17T16:05:31-07:00",
"LastUpdatedTime": "2023-05-17T16:05:31-07:00"
`}`,
"GivenName": "Anna",
"IsProject": false,
"SyncToken": "0",
"FamilyName": "Dote",
"MiddleName": "A",
"CurrencyRef": `{`
"name": "United States Dollar",
"value": "USD"
`}`,
"DisplayName": "Anna A Dote [[email protected]](/cdn-cgi/l/email-protection)",
"PrimaryPhone": `{`
"FreeFormNumber": "2255555555"
`}`,
"BillWithParent": false,
"BalanceWithJobs": 0,
"PrimaryEmailAddr": `{`
"Address": "[[email protected]](/cdn-cgi/l/email-protection)"
`}`,
"PrintOnCheckName": "Anna A Dote",
"DefaultTaxCodeRef": `{`
"value": "2"
`}`,
"FullyQualifiedName": "Anna A Dote [[email protected]](/cdn-cgi/l/email-protection)",
"PreferredDeliveryMethod": "Print"
`}`
`}`
Donation Relay
`{`
"time": "2023-05-17T16:05:31.470-07:00",
"SalesReceipt": `{`
"Id": "1386",
"Line": [`{`
"Id": "1",
"Amount": 123.0,
"LineNum": 1,
"DetailType": "SalesItemLineDetail",
"Description": "Anedot Donation d86691264b5db78fa59f9",
"SalesItemLineDetail": `{`
"ItemRef": `{`
"name": "Services",
"value": "1"
`}`,
"TaxCodeRef": `{`
"value": "NON"
`}`,
"ServiceDate": "2023-05-17",
"ItemAccountRef": `{`
"name": "Services",
"value": "1"
`}`
`}`
`}`, `{`
"Amount": 123.0,
"DetailType": "SubTotalLineDetail",
"SubTotalLineDetail": `{``}`
`}`],
"domain": "QBO",
"sparse": false,
"Balance": 0,
"TxnDate": "2023-05-17",
"BillAddr": `{`
"Id": "1234",
"City": "New Orleans",
"Line1": "123 Anedot Way",
"Country": "USA",
"PostalCode": "99999",
"CountrySubDivisionCode": "LA"
`}`,
"MetaData": `{`
"CreateTime": "2023-05-17T16:05:31-07:00",
"LastUpdatedTime": "2023-05-17T16:05:31-07:00"
`}`,
"TotalAmt": 123.0,
"DocNumber": "2279",
"SyncToken": "0",
"CurrencyRef": `{`
"name": "United States Dollar",
"value": "USD"
`}`,
"CustomField": [`{`
"Name": "Crew #",
"Type": "StringType",
"DefinitionId": "1"
`}`],
"CustomerRef": `{`
"name": "Anna A Dote [[email protected]](/cdn-cgi/l/email-protection)",
"value": "234"
`}`,
"EmailStatus": "NotSet",
"PrintStatus": "NeedToPrint",
"ShipFromAddr": `{`
"Id": "1513",
"Line1": "123 Anedot Way",
"Line2": "New Orleans, LA 99999 US"
`}`,
"TxnTaxDetail": `{`
"TotalTax": 0
`}`,
"DepositToAccountRef": `{`
"name": "Undeposited Funds",
"value": "4"
`}`,
"ApplyTaxAfterDiscount": false
`}`
`}`
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