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Giveffect Integration: QuickBooks Online

1 Mins read

Now you can connect your QuickBooks Online account to your Giveffect system! 

View your accounts through Giveffect, map your Giveffect accounts to a corresponding QuickBooks Online account, and set up and track your QuickBook Online “classes” in Giveffect. Also, you can sync your transactions (individually or all) and review your sync history. 

To set it up in Giveffect, select “Charity Settings.” Next, find the last tab near the top called “Integrations” and then select the Quickbooks tab. This will bring up the instructions on how to authorize your account. 

See how easy it is:

After you sync your account you can then map your accounts to your Giveffect accounts and map classes and sync transactions.

Protip: This is the cloud-based software system for Quickbooks, called Quickbooks Online. If you are using the desktop version, it already works with the Giveffect system! 

See a live demonstration in a recording of a recent webinar:

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