Integration with QuickBooks Online
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.
This is huge problem for us. We are evaluating other systems that can integrate with QB Online. I love Wild Apricot, but my accountant is pushing us to get all our invoicing in one system.
Thanks for posting, Scott.
I completely understand your frustration, this is one of the hottest topics for our crew.
But this year we are focusing on some other things (major one is Online Store), so no progress here. We'll keep posted as soon as we have any progress here.
Oleg, Product designer @ Payments team
Scott Hendison commented
Absolutely, Quickbooks online integration is needed. Intuit themselves is guiding people that way, so I think Wild Apricot should prioritize this...
As an accountant, working with QBO clients exclusively, this feature needs to be considered asap. In the meantime, I will be researching other options. At a minimum, items need to be added that can flow over to Paypal and we can export from paypal.
I did not realize that the Quickbooks integration did not include Quickbooks online. I would have to pay a large fee to get a third party app to integrate the .iif files into Quickbooks online. We cannot afford this extra cost. This needs to be clarified, first of all, to alert anyone who may be considering WA or Quickbooks online, and the next step would be to fix this so it integrates, please.
Jon Carlson commented
I too would like to get info into Quickbooks Online. The whole thing is a bit of a mess.
First, I can't export data directly to QBO. The QB Export format doesn't really work with QBO (no fault of WA, but... needs to be solved somehow).
Second, I need better invoice detail from WA - when I have a membership invoice, I need to get different account categorization on the extra member items that they can subscribe to over and above the base membership level.
Third, even if I get Invoice and Payment info imported from WA, I get the Paypal payment transaction data via the QBO Paypal app, but they don't automatically (or even manually) hook up to the invoice/payments because Paypal imports them as a "Sales Receipt". I don't think this is a WA software bug or limitation per se, but the point remains that it'd sure be nice to find some kind way to import all this stuff into QBOnline fairly automatically. It's currently a mess.
One of the reasons I purchased WA was because of the QB integration, but did not realize it did not include the online version! How can this be?
Create a "Export to QuickBooks Online" function so I don't need a 3rd party application to convert the exported invoice and payment information I get from Wild Apricot into a format that QuickBooks Online will understand.
Jon Carlson commented
Strongly agree, some kind of import/export to QBOnline would be helpful
No immediate plans so far.
We would like to purchase WA, but the lack of integration with QuickBooks Online is disappointing. Any details from WA on when this integration could happen?
Are there any updates on the integration of Quickbooks online? It is frustrating to not have this integration to the point of researching other options for my membership management as I cannot use WA fully without this integration.
Stephanie Deschenes commented
To the Canadian Association of Science Centres, a connection between WA and Quickbooks Online is critical to improving our efficiency (and sanity!) One of the reasons we chose WA was because it integrated with Quickbooks - I didn't realize that it didn't also include QBO. Thanks for your consideration!
kelly q commented
I'd like to add my support for getting more detail on my transactions into QBO. Invoice details would be a big help, as then I can break down my revenues into categories, such as donations, event fees and member renewals.
Green Tea commented
Our treasurer uses quickbooks on-line. Currently she has to go into paypal and transfer monies received from wild apricot to our bank account. When she uses quickbooks she doesn't have an easy way to know what part of the monies transferred were from membership renewals, events, or donations. There needs to be an easy way to link everything. In addition we run a farmers market. I would like to be able to group all of these vendors and bill them weekly via wild apricot. Please advise. Thank you.
I certainly agree with the comments posted here regarding QB Online integration with WA. As our non-profit grows, having a more seamless merging of financial information would be most beneficial. I hope WA will strongly consider developing this feature for its clients.
Joe Lindahl commented
Our chapters would be interested as well.
Despina M Kreatsoulas commented
The California Resource Recovery Association is also interested in development of this feature. QuickBooks Online is also the best choice for our non-profit organization and we are not in a position to change our QB practices. We have been very happy with WildApricot, but as our organization grows, the inability to efficiently and correctly transfer data between QBO and WA may present a challenge to us.
Thank you for your kind consideration.
Colleen McFarland commented
The Society of Indiana Archivists is really interested in the development of this feature, too. We do not have a physical headquarters or office, so using QuickBooks Online makes sense for us. And it is only because of our investment in WildApricot that we are interested in making the transition to QuickBooks....
Thanks for your consideration.
See http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827717-roadmap-2015-plans-releases-expected-dates for our current up to date status.