1) Integration with QuickBooks. Need to be able to download monthly in a way that recognizes existing customers and allows me to code transactions in WA according to my QB Chart of Accounts.

For financial data from Wild Apricot to be useful to Parent Booster USA, I have to be able to download an arbitrary number of transactions, e.g., all transactiuons in a month, for all members, them load those transactions into QuickBooks so that the download adds new transactions to the exisitng customer accounts. Downloads that create new customers each month aren't helpful. Beyond that, I'd like to be able to code financial transactions in Wild Apricot so that they match the accounting codes in QB, e.g., new member, basic level is transaction code 6101.

As it currently operates, the financial subsystem gives PBUSA's members something to complain about and the administrators unneeded manual tasks.

Thanks, John

I search the forum, but I can't find anything regarding my situation...so I am posting it here. If there is a similar post and you can point me towards it, I would be greatful.

I guess my first question would be - can we create more than one invoice template? I have a template set up for new members and existing members who renew. This all works fine as I have the {Payment_Instructions} set up so that they make sense for these types of invoices. The instructions thank them for their membership payment and goes through some other 'membership' specific instructions.

What I am trying to do is invoice also set up an invoice that can be sent to our sponsors and other entities NOT associated with us as members, but more as contacts. So now when I send an invoice the {Payment_Instructions} for members is attached and it does not match what I am really trying to do.

Is there a way to create multiple invoice templates or even multiple {Payment_Instructions} that can be picked based on the type of invoice I want to send?

I hope that makes sense!!

Event and Membership Taxes - We need to be able to charge different taxes for events and memberships. In Canada, membership dues are taxed based on the province of residence. Taxes for event registrations are collected by the province in which the meeting is being held. But, for the province of Québec, the provincial tax is collected only for its residents. Meaning a non-resident of that province is taxed only the federal sales tax and not the provincial. Residents are taxed both taxes, the Federal and the Provincial taxes. This being said, we really need to be able to have a tax option for registration and a second tax option for membership dues.

From a client message to tech support:

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Is there a way to import the financial data that has been accumulated in our current system into Wild Apricot? I am specifically looking at gifts/donations, membership amounts and event ticket purchases over the past 5 years, with dates and dollars. We would prefer not to lose that history if we transfer over to your product. I was able to find the discussion about importing the member records, but I wasn't able to find the topic of importing financial records covered in your help guides. If you could point me in the right direction, I would much appreciate it.

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We do not currently have a way to import this data but it is obvious it would be great to have it. At the moment I am not even sure about the feasibility of this because the data structure of financial transactions can vary greatly between different systems.

Nevertheless, I would appreciate input:

- how important is this for you

- what system/format you are transferring from

- what are the key fields you would like to import (for each transaction type)

So I sell a membership and that person also bought a map and made a donation. When I create the invoice, the membership automatically shows up. I can add a line for the map. If I add it first in the donations tab before creating the invoice, the donation will also automatically be added to the report.
BUT when I download a list of the payments for that day, I get one entry for that person (the membership) with the total amount paid. I need the membership to show on the report separate from map.
The lack of Detail for the payment is giving us trouble on the reporting end, especially when we are trying to figure out our Paypal report. When I select the information for a download, I can at least see who is paying for members vs. an event registration, but even that information is absent in the download.
Thanks for asking.