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Overview of the Quickbooks Online Integration

Andrea Jackson
  • Updated

Key Benefits

Built for non-profits, the Quickbooks Online (QBO) integration allows you to sync your Keela transactions (Revenues and Donations) to QBO right in the Keela platform.

The integration will help you:

  • Sync transactions quickly and seamlessly
  • Reduce data entry and human error
  • Get back to what matters most!

Note that Keela can only integrate with QuickBooks Online. We are unable to integrate with Quickbooks Desktop versions.

How Keela Integrates with Quickbooks Online

  • Sync transaction records from Keela to QBO
  • Sync transaction fees for Stripe and PayPal payments made through Keela
  • Segment your transactions based on Impact Area OR Campaign
  • Select the product/service, expense category, and expense account

What data is shared

This shows how the information will flow between Keela and Quickbooks:

Group_3475_2x.png DATA FLOW Image result for quickbooks logo

Revenues

- Grants

-Sponsorships

- Purchases

-Other

 mceclip0.png QBO Product/Service
Donations
(Excluding: In-Kind and Securities) 		mceclip1.png QBO Product/Service

Payment Processing Fees

- Stripe

- PayPal

 mceclip1.png

QBO Expense Category

QBO Payment Account

Campaign OR Impact Area

 mceclip1.png

Classes
Sync History mceclip2.png Sync History

 

Integration Requirements

  • QuickBooks Online account (we cannot integrate with Desktop versions)
  • Existing Products/Services in QuickBooks Online for sales and expenses
  • At a minimum, one bank account connected to QuickBooks Online
  • You must be an Administrator on your QuickBooks Online account
  • Segmenting by Campaign OR Impact Area will require a QBO Plus Account

Ready for Setup? Here are the next steps:

  1. Overview of the Quickbooks Online Integration (check! That's this article)
  2. Integrate with Quickbooks Online (go here next!)
  3. Setup Sync Settings for Quickbooks Online
  4. Syncing Data to Quickbooks Online

FAQ

Can I sync information from Quickbooks to Keela?

The integration is meant to be a one-way sync to transfer your donation and revenue information to Quickbooks. If you need to import data to Keela from Quickbooks, you can do this via an import.

Can I sync my information to more than one Quickbooks account?

Sorry! The sync is only for one Quickbooks account.

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