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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.

Thanks, John

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    JEnglundJEnglund shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    30 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        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 CarlsonJon Carlson commented  ·   ·  Flag as inappropriate

        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.

      • BarbaraBarbara commented  ·   ·  Flag as inappropriate

        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?

      • infoinfo commented  ·   ·  Flag as inappropriate

        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.

      • VernaVerna commented  ·   ·  Flag as inappropriate

        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?

      • JulieJulie commented  ·   ·  Flag as inappropriate

        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 DeschenesStephanie Deschenes commented  ·   ·  Flag as inappropriate

        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 qkelly q commented  ·   ·  Flag as inappropriate

        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 TeaGreen Tea commented  ·   ·  Flag as inappropriate

        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.

      • KimberlyKimberly commented  ·   ·  Flag as inappropriate

        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.

      • Despina M KreatsoulasDespina M Kreatsoulas commented  ·   ·  Flag as inappropriate

        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.

        Best,

        Despina

      • Colleen McFarlandColleen McFarland commented  ·   ·  Flag as inappropriate

        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.

        Best,

        Colleen

      • Dale KoetkeDale Koetke commented  ·   ·  Flag as inappropriate

        Hey Apricots, any update on this now that your version 5 work is deploying? This is the biggest pain point in our use of Wild Apricot: the constant hassle with QuickBooks. 100% synchronization with QB would be huge for us. I am routinely have to defend our use of WA to our organization because of the lack of really solid synchronization with QB Online.

        Thanks

        Dale

      • Keith FettermanKeith Fetterman commented  ·   ·  Flag as inappropriate

        We request an enhancement that integrates Wild Apricot (WA) with QuickBooks Online (QBO). The top priority is providing customer/membership data synchronization between the two systems. If a member is added to WA they would appear in QBO and visa versa. The customer data needs to stay in synch, including keeping their contact (phone, email and mailing addresses) synchronized.

        Secondly, we'd like to see the invoices and payments that are generated in WA be transferred to QBO.

      • Dale KoetkeDale Koetke commented  ·   ·  Flag as inappropriate

        Evgeny, for on premises QuickBooks installations, it would be beneficial to move from the obsolete IFF import to using the improved QuickBooks WebConnector. A solid effort integrating into QuickBooks this way would be a big improvement.

        The future is QuickBooks online though. Intuit has a rich API and using this to keep QuickBooks and Wild Apricot fully in sync would be a huge plus for your many mutual customers. See https://developer.intuit.com for all the abilities that Intuit offers...

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