Lori Malone

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  1. 4 votes
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    1 comment  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
    Lori Malone supported this idea  · 
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    Lori Malone commented  · 

    @ francisew - Have you found a solution to this issue?

  2. 161 votes
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    85 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Lori Malone supported this idea  · 
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    Lori Malone commented  · 

    I was surprised to discover that a (rather expensive) third-party app is required to import the IFF file for Quickbooks Online. It's my own fault for not reading more thoroughly, but I thought the invoices generated by Wild Apricot could be imported into Quickbooks Online (like the stand-alone app) and that the payments would also be appropriately applied with an import to Quickbooks.

    I recently setup Wild Apricot to integrate with PayPal to allow my non-profit group to pay their membership fees online. In addition, we hope to provide an option to purchase tickets to events online using WA with PayPal.

    The option to import these transactions into QuickBooks would be a great time-saver for our treasurer. I read the information about "Transaction Pro Importer" but frankly 24.99 per month (their fee) is cost prohibitive for the size of our organization (as it stands now, WA is a big chunk of our operating budget). Perhaps your developers create a custom tool to allow for import to Quickbooks online? The requirements are pretty basic: create QB records for invoices created in WA and then records the payments that are applied in WA.

    As it stands now, having the invoices sent to members via Wild Apricot is not really going to save our treasurer any time since she is (apparently) going to be required to manually create them using QB Online.

    Any suggestions would be appreciated. Thank you.

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    Lori Malone commented  · 

    Hi,

    I just wanted to chime in to say that my organization is very interested in more robust integration between Wild Apricot and Quickbooks Online. I read the help information about importing IFF files into the online version of Quickbooks and I was surprised to see how expensive the 3rd party tools would cost just to accomplish the import.

    Very disappointing. My organization does not have the budget for the additional expense.

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