QuickBooks Integration

How often is my data refreshed?

Completely up-to-date data is pulled from QuickBooks Online in real-time whenever you generate statements or run a report.

Can all QuickBooks customers use this app?

This app is currently designed for nonprofits using QuickBooks Online in the United States.

Are there any restrictions on the types of transactions I can import into the app?

Our app is able to pull all transactions from whichever accounts in QuickBooks Online you mark as donation income, regardless of the document type — sales receipts, invoices, or even journal entries!

Is the app compatible with QuickBooks Online Accountant?

Yes! Accountants can use this app and freely switch between company connections at any time.

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