Quickbooks Online Integration

Looking to connect your Tithely deposits to Quickbooks Online? The Quickbooks integration will simply push giving records from Tithely into your Quickbooks Online account automagically for you. How often and to what account these gifts record in Quickbooks will be determined by the settings you have selected.

User Permissions needed to access Integrations
Account Owner, Admin, or Limited Access with access granted to Administration. If you have additional questions, please reference this article.

Set Up the Integration

To set up the integration, you will need your QuickBooks Online login Information. 

Follow these steps to set up the QuickBooks Online Integration for the first time:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Find the Quickbooks integration and click Install.

  4. You will be redirected to a page that looks like this:

     
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  5. Stay on this page until the next pages loads, otherwise you will need to redo the setup of the integration again. Do not click on the links in this window as it will stall the setup.
  6. Click the green button that says "Help Me Set Up the Integration"
  7. On the next page click Connect to Quickbooks. You will be redirected and asked to login.

    The first time you connect to QuickBooks, you'll see a confirmation that asks you if you want to "Allow tithe.ly 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.

     

  8. Once the connection has been made a green check mark will appear and you can select the Next button. (If you receive an error page, please try refreshing your screen to complete the next steps).
  9. Decide who you would like to receive email notifications, if so toggle the enable emails to active and include the email address you'd like to receive emails notifications. Click Next when complete.
  10. Choose the campuses you want to connect through the integration and click Next.

  11. Make selections for the campus settings (you can learn more about each of the settings in the Integration Campus Settings section below) and then click Next.

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  12. Confirm your selections and click Finish. If you need to make any changes click Edit beside each section.

    Be sure to connect the rest of your Tithely Funds to Quickbooks Online so that the giving syncs properly to the correct funds. Either click the "For more settings, check out fund maps" link or follow the instructions below, to configure fund mapping. If you have multiple campuses, you will need to connect funds for each campus.

Integration (Campus) Settings

Follow these steps to make changes to the campus settings:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Enter the Quickbooks Online integration by clicking the Configure button on the Integrations page.

  4. Click the campus name you wish to work with under Manage Campus on the left navigation panel.

  5. This will open the Campus Settings where you can make adjustments to the integration. View the chart below for a list of all the options and functionality available. The options selected on this page autosave.

If you have multiple campuses you will need to set up the campus settings for each campus location. Each campus's settings must be configured and the enable campus toggled to active before syncing of that location's data to QuickBooks Online will occur.

Enable Synch

This turns on the integration between Tithely and Quickbooks Online for this campus. If it is inactive no transactions from this campus will pass over into QBO. If its active transactions for this campus will push into QBO. 

Enable Emails

If active the email addresses provided in the field below will receive an email every time that Tithely pushes giving into QBO, if an error occurs, and if the integration becomes disabled.

Sending Mode

If you select Deposit this will create a Quickbook deposit while Transaction will create Quickbooks Sales Receipts

QuickBooks Deposit Account

This account must be of type bank. See your chart of accounts to create one and then refresh your accounts to see it here. Select an Asesst account. 

QuickBooks Default Deposit Line Item

This will be the default line item used for deposits. 

Quickbooks Deposit Account for Tithely Fees

Choose the Account you would Tithely Fees to be recorded to. 

Quickbooks Deposit Vendor for Tithely

You will need to set up a vendor in Quickbooks for Tithely and then select it here. 

Quickbooks ACH Payment Method

Type in the method you would like to appear for transactions with ACH payment method. Most people use ACH.

Quickbooks Credit Card Payment Method

Type in the method you would like to appear for transactions with credit card payment method. Most people use Card. 

Quickbooks Check Payment Method

Type in the method you would like to appear for transactions with Check payment method. Most people use Check.

Quickbooks Cash Payment Method

Type in the method you would like to appear for transactions with cash payment method. Most people use Cash.

Email Notification Address

If you have enable emails active above, you can update the notification email addresses that will receive emails. Use a comma-separated list of emails to send to multiple recipients.
For example email1@gmail.com, email2@gmail.com, email3@gmail.com

 

Connections / Fund Mapping

Connections is where you will find your Fund Mapping. Fund Mapping gives you the ability to map your Tithely funds with the funds in your Quickbooks Online account.

For instance, you may have a Tithely giving fund named Youth Missions and want all transactions for that fund to be recorded to the Missions Fund in Quickbooks Online. If you do not map your funds, all gifts pushed into Quickbooks will be recorded to the QuickBooks Default Deposit Line Item selected in the Campus Settings.

 

Anytime you make changes to your funds in Tithely, or in Quickbooks, you will want to reconfigure the fund mapping within the integration.  Any changes made will affect the next synchronization of deposits from Tithe.ly to QuickBooks. If a rename is made, it will affect all existing activity in the Activity Dashboard. If a new account is selected for an existing fund, previous records will not be changed and only future synchronization of deposits will reflect the change.

To configure fund mapping, follow these steps:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Enter the Quickbooks Online integration by clicking the Configure button on the Integrations page.

  4. Click the campus name you wish to work with under Manage Campus on the left navigation panel.

  5. Scroll down to the bottom of the Campus Settings and find the Connections section, click on the green Connect Funds button.2022-06-29_12-29-39.png

  6. Select the green Refresh button to update the funds list and make sure its current.

  7. Link each Tithely fund to a specific account in Quickbooks.

  8. Once you have connected all of the funds click the green Save button.

  9. Then click the back to locations settings at the top of the screen.

 
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Integration Dashboard

An entry is created in the Dashboard any time data is sent by the integration (Tithely) to Quickbooks Online. The dashboard serves as a history for you to cross-reference and reconcile what giving came into Tithely compared to what giving was sent to Quickbooks.

 

You'll see your dashboard load once we have completed sending your first batch over. 

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Find the QuickBooks Online integration and click Configure.

  4. Select Dashboard on the left Navigation panel.

    a. You will see a list of synchs we've made to QuickBooks Online.
    b. Use the search bar at the top to search synchs (or batches) made by location or gross amount of gift, simply hit Enter on your keyboard to trigger the search. To reset the view, clear the search text and hit Enter again.
    c. To see the transactions within a specific sync (batch) click the blue number under the 'records' column.
    d. Will show you the date and time of the most recent synch to QuickBooks Online.

     

  5. If you would like to see a list of all individual transactions rather, than synchs (or batches), sent to QuickBooks Online click the See all Transactions. This will show all Individual transactions, not grouped by batch/synch.

    a. You will see a list of all individual transactions we've sent to QuickBooks Online.
    b. Use the search bar at the top to search transactions made by location, donor's name, gross or net amount of gift, and then simply hit Enter on your keyboard to trigger the search. To reset the view, clear the search text and hit Enter again.
    c. To return to the synchs (or batches) click the Return to Dashboard at the top.

Please Note: There are various things that can happen when Tithely tries to synch data to QuickBooks Online.

  • If you see an Authentication error - your connection to QuickBooks Online needs to be updated. Follow the steps in the update subdomain or API key section and ensure all your information is correct.

  • If you see a message that states An error occurred. The Integrations Team receives a notice about all errors from the integration. If your configuration settings appear to be correct and the error has not resolved in a few days, please contact us at support@tithe.ly.

Uninstall the Integration

If you know longer wish to use the QuickBooks Online integration you can uninstall it.
To uninstall the QuickBooks Online Integration follow these steps:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Find the QuickBooks Online integration on the Integrations page and click the trash can in the upper left corner.

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QuickBooks Online Integration FAQ

  1. What Information does the QuickBooks integration Import?
    Currently, the QuickBooks integration imports deposit information. An option to import individual transactions and donor information is coming soon.

  2. Which Deposits are Imported?
    When you complete the initial setup we import only the most recent deposit information.

    From the time you install the integration, every new deposit will be imported unless you choose to disable or uninstall the integration.

    If the import fails for some reason it will resume importing deposits from the last successful import to ensure that you do not miss any records in QuickBooks.

  3. How can I see what information was imported?
    Every time the import runs it will send you a report via email so you can see exactly what was created in QuickBooks.

    You can also access the integration at any time to see a list of all the imports performed and what information they sent to QuickBooks in the Activity Dashboard.

  4. Why was no information Imported?
    If the import runs and reports no deposits being created the most likely reason is that there are no new bank deposits.

    You can verify that this is the case by checking your organization's deposit information from within Tithely

  5. What should I do if importing encountered an error?
    If you see an error (either in the email report or in your activity dashboard) please notify customer support so that we can assist you.

  6. What happens if I uninstall the integration?
    If you choose to uninstall the integration for your organization importing will stop and all data recorded in the integration will be deleted.

    You will NOT lose any data in Tithely nor in QuickBooks Online.

    If you choose to install the integration at a later date you will need to complete the initial setup process including mapping funds and setting default account information.

  7. What happens if I modify or delete a deposit in QuickBooks Online?
    Modifying the deposit record in QuickBooks Online does not change any records in the Integration activity dashboard.

    Future imports will not overwrite your changes in QuickBooks nor will they restore a deposit record that you deleted in QuickBooks

  8. Who Can Access the QuickBooks Integration
    To access integrations, the user must be a Primary admin or:

    •  have access to Giving as any form of admin, and

    • have the 'finance' permission

      The "Primary Admin" is typically the user who first created the account. If you are uncertain about your roles or permission please contact support.

  9. What happens if a customer has different currency in QB to what they have in Tithely Giving?
    We are passing the currency code that we have in Giving 1.0 to Quickbooks the way it is expecting right now. If the customer has their quickbooks configured properly to handle multiple currencies, everything should work just fine. However, there could be edge cases revolved around a customer who did not have Quickbooks set up properly to handle two, or the currency they were using in Tithely did not match the currency used in Quickbooks. This should be a pretty small proportion of users and the devs can address this if to becomes an issue.

  10. I have Quickbooks Desktop. Will the integration work for that?
    The Quickbooks Integration is only available for customers who use QuickBooks Online. QuickBooks Desktop is not supported due to the technical limitations of that product. However, if you do have Quickbooks desktop you can export your transactions and deposit data from Tithely and import it as a file into QuickBooks Desktop.

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