How to Set Up the Integration Between Giving With Quickbooks Online

Please Note: These instructions are for Quickbooks Online, if you are a Quickbooks Desktop user, please click here for an important note.

  1. Log in to your Admin account.

  2. Select the Global Menu at the bottom left corner of the page.

  3. Select Integrations from the Global Menu.

  4. Click the Install button on the QuickBooks integration.

  5. Click the Configure button on the QuickBooks integration.

    This will redirect you to the Quickbooks setup page.

  6. Click the Connect to QuickBooks link.

  7. Click the Connect to QuickBooks button.

    See QuickBooks Connection Management for additional details.

  8. Authenticate with your Intuit QuickBooks email and password.

    Please Note: If you have more than one QuickBooks company, you will be asked to select the company to connect to. Select the company that matches the organization you are trying to connect and click the Next button. If you have only one company, it will be selected for you automatically and this screen will not be shown.

  9. The first time you connect to QuickBooks, you'll see a confirmation that asks you if you want to "Allow to view and update your QuickBooks Online data". You must click Connect button or the integration will not have the authorization to send deposits on your behalf.

  10. You should now see a green message that says Connected to QuickBooks Online. Your QuickBooks account is now connected to your Giving account through the QuickBooks integration. 🎉

Important Note for Quickbooks Desktop

Neither nor Quickbooks have a supported mechanism for importing from Giving to Quickbooks Desktop. However, Quickbooks has a toolkit that could help an experienced developer build a tool to import CSV files that are exported from Giving. While we cannot assist with building such an application, if you have someone in your church that would like to develop this for you, here is a great reference article.

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