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.
A question to supporters: is that important to have in QB all order lines of invoices from WA, or it is enough to merge them all to a single line with total sum?
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About a year ago, on Quickbook online, one customer statement was unexplainably wrong. It turns out that a pre-1900 (earliest accessible date) entry created itself which could not be deleted, as one cannot go before 1900. Quickbook was advised but, AFTER A YEAR, was not able to fix the issue. I find both the fact the error happened AND the fact that QB was not able to fix it rather worrisome. Wouldn't you?
Dmitry - It is important for us to have item level detail passed to QB. People might sign up for and event, order a t shirt and renew their dues on the same invoice. we need to be able to account for all of that in QBO.
Jeffrey Hill commented
Dmitry, Yes, absolutely necessary to import order lines of invoices from WA to QBO.
Glenn Fell commented
Is there any update with this. We use a third party payment processor as we are able to download our transactions into QBO. I cannot believe that WA is going to be greedy AF and charge 20% extra if we don't use their processor while they have been sitting on this integration. I can create an integration in 5 minutes through Zapier if WA had an integration to that. This is absurb and almost worth dumping WA. According to the Q4FY18 conference call by Intuit that was in August, appx 55% of their global Quickbooks customers were on QBO. Enough with a substandard store. Allow more integrations rather than try to event the wheel and deliver a wooden wheel that can only go 25mph when we need a rubber wheel that can go 70mph.
When you export Wild Apricot data from Wild Apricot, you generate a QuickBooks IIF file, but the IIF file cannot be imported into QuickBooks Online. My request is to add an export format selector, so you can select an export format that can be imported by QBO.
Bill Tidball commented
All lines would be required. Thanks for looking into this.
Ann Darmstetter commented
Yes, it is important to have all order lines.
I agree with the majority that all lines are needed.
Jeffrey Hill commented
Yes, it is important to have all order lines. We try to track our income by categories, and a single invoice might include membership, a class, a donation, a late fee, etc. We use QB to do our financial books, month end statements, etc. We need to be able to classify the income for that purpose.
While I am not going to be using this feature, it is abundantly clear that all data should be passed at a line by line level even any sales tax components.
It needs to be the actual recipient of the data who does any form of summing or aggregation according to the needs or their specific organization.
There is absolutely no way what so ever that WA could do any summing or aggregation that would meet the needs of each and every WA user - simply because there are just far too many possibilities of how to handle the data.
Keith Fetterman commented
Thanks for asking. I talked with our bookkeeper. She definitely wants the order lines to be included with the invoices. At times, we may have invoice lines that need to go to separate income accounts. Including the lines in the invoices will make her job easier so she doesn't have to go Wild Apricot for each invoice.