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:

1. Access the Settings > Integrations > Directory tab within your Anedot fundraising account.

2. Next, click the blue + New Connection button in the upper right corner.

3. Select QuickBooks from the Directory List.

4. Select which Action Pages you would like synced with QuickBooks Online. All Action Pages is the default.

   1. To exclude pages, enter a comma separated list of the Action Page IDs.
   2. Optionally, you can scope the integration to only send team-specific data to QuickBooks Online.

5. Click the blue Save button.

6. 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:

1. Access the Sales tab within QuickBooks.
2. Select Products and Services .
3. Next, click the green New button to create a new Item.
4. Choose either Non-Inventory or Service as the Item type.
5. When creating the new Item, select the Income Account you want associated with the Item, then click Save . See Image 2.
6. Run a report on the Item. See Image 3.
7. 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.

8. 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 .

9. 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
email	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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