Have GST transfer to QuickBooks and more information transferred from the Online Payments to Monersis (POS) reports so we can cross reference transactions when doing the bank reconciliations.
Right now we don't have immediate plans for adding taxes to Quickbooks export.
What is the status of this? Will it be updated soon? Without this feature, for anyone who has taxes, the QuickBooks export feature is essentially useless as you can't import taxes as membership fees.
Please add this feature.
This is a known problem and there're no workarounds at the moment.
However, we are working on improving financial exports to include individual taxes amount (as well as bunch of other fixes) — this is something in development already. It wan't solve your problem completely, but I hope it will be helpful.
Please follow this thread for Financial exports updates: https://forums.wildapricot.com/forums/308932/suggestions/8826166
Oleg, Product designer @ Payments team
Iva Last commented
You should not be selling this product to Canadian Non-profits and advertising that it is compatible with QuickBooks - because in Canada that is just not true if you charge GST on your invoices! We began using Wild Apricot last December - a decision that myself and my staff are having a VERY hard time with. Currently my assistant is working on transferring all of our Invoices so far in 2017, from Wild Apricot to Quickbooks – all 2,549 records - because Wild Apricot does not transfer over GST automatically into the QuickBooks program - so EACH & EVERY invoice has to be manually transferred over to indicate the GST so that you have the correct GST information to submit to Revenue Canada. It is now taking all of her work hours just transferring everything over to Quickbooks – she barely has time to do the month end bank reconciliations – so there is no time saving at all with using this Membership Management Software - it has actually created more work!
We really need a solution to this issue/problem as soon as possible!!! Any suggestions in the meantime would be appreciated.