--- title: QuickBooks Online description: Learn how to connect Anedot to QuickBooks Online to sync donation data. Step-by-step guide covers setup, fund mapping, data relays, and donor visibility. --- [Skip to content](https://help.anedot.com/knowledge/quickbooks-online#main-content) [![anedot-logo](https://help.anedot.com/hubfs/anedot-logo.svg)](https://help.anedot.com/knowledge?hsLang=en) Open main navigation Close main navigation - [Get Support ⤴](https://www.anedot.com/getsupport) [Get Support ⤴](https://www.anedot.com/getsupport) Here to help 👋 - There are no suggestions because the search field is empty. 1. [Public Help Center](https://help.anedot.com/knowledge?hsLang=en) 2. [Integrations](https://help.anedot.com/knowledge/integrations?hsLang=en) 3. [E-commerce, Financial, and Membership Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#e-commerce-financial-and-membership-tools) # QuickBooks Online ## Learn how to connect Anedot to QuickBooks Online to sync donation data. Step-by-step guide covers setup, fund mapping, data relays, and donor visibility. QuickBooks Online is cloud-based accounting software that helps your organization manage bookkeeping, donor records, and financial reporting. When you connect it to Anedot, donations from your Donation Pages and Event Pages are sent to QuickBooks as Sales Receipts, and donors are added as Customers. ### Before You Begin - You need Admin permissions or a custom role with View, Edit, and Export permissions for Integrations. - You need a QuickBooks Online login with access to the Company you want to connect. - Each integration connects to one QuickBooks Company. To change the Company later, you'll need to create a new integration. - If you plan to map funds to Products/Services, create those Products/Services in QuickBooks first. New items can take up to a day to work with Anedot (see Map Anedot funds to QuickBooks Products/Services). --- ### Table of Contents - [Connect Anedot to QuickBooks Online](https://help.anedot.com/knowledge/quickbooks-online#connect) - [Map Anedot funds to QuickBooks Products/Services](https://help.anedot.com/knowledge/quickbooks-online#map-funds) - [Data Relays](https://help.anedot.com/knowledge/quickbooks-online#data-relays) - [Troubleshooting](https://help.anedot.com/knowledge/quickbooks-online#troubleshooting) - [Field Mapping](https://help.anedot.com/knowledge/quickbooks-online#field) - [Payload Data](https://help.anedot.com/knowledge/quickbooks-online#payload) --- ### Connect Anedot to QuickBooks Online 1. Go to **Settings** \> **Integrations** in your Anedot fundraising account. 2. Click the blue **+ New Connection** button in the top-right corner. 3. Select **QuickBooks**. 4. Choose which **Action Pages** you want to sync. 1. By default, all Action Pages will be included. 2. To exclude pages, enter a comma-separated list of Action Page IDs. 5. Optionally, restrict the sync to a specific **Team**. 6. Click **Save** to proceed. 7. **Authorize** the Connection 1. You’ll be redirected to log in to your QuickBooks Online account. 2. After login, select your **Company** and click **Next**. 3. You’ll be redirected back to Anedot with a confirmation that the connection is complete. > Note: You can update Action Pages and Teams at any time. To change the connected Company, you must create a new QuickBooks integration from scratch. --- ### Map Anedot funds to QuickBooks Products/Services Fund mapping controls which Product/Service appears on each donation's Sales Receipt line in QuickBooks. It doesn't change where the money lands (see [Data Relays](https://help.anedot.com/knowledge/quickbooks-online#data-relays)). 1. In QuickBooks Online, go to **Sales** → **Products & services** *(or click the gear icon and select Products and services)*. 2. Open the Product/Service you want the fund's donations to post against, then click **Edit**. 3. Copy the number after `itemld=` in your browser's address bar. 1. Example: If the URL ends in `...itemld=42`, copy **42**. 4. In Anedot, go to **Settings** → **Funds** and open the fund you want to map. 5. Enter the number in the **fund's Internal Identifier field**. Enter only the number, with no name, SKU, or spaces. 6. Click **Save**. 7. Make a small test donation to that fund, then confirm the Sales Receipt line in QuickBooks shows the expected Product/Service. To learn more about funds, see [Funds](https://help.anedot.com/knowledge/settings-creating-and-editing-funds?hsLang=en). ### Data Relays **Supported pages** Anedot relays only financial transactions submitted through Donation Pages and Event Pages. Free Event registrations and Lead Page submissions are not relayed. **Included data** Only donor contact details and donation amounts are relayed. Transfers, fees, and custom field data are not included. **How it works** Before each relay, Anedot runs a Find or Create check for the donor. If the donor already exists in QuickBooks as a Customer, Anedot relays the donation. If not, Anedot creates the Customer first, then relays the donation. **Where Donations Land** Relayed donations always land in Undeposited Funds in QuickBooks, whether or not you've mapped funds. This is expected. Fund mapping sets only which Product/Service appears on the Sales Receipt line; it doesn't move money out of Undeposited Funds. **Where to Find Donations and Donors in QuickBooks** - **Donors (shown as Customers):** Go to **Sales** → **Customers**, or select **Customers & leads** in the sıde menu. ![Sales\>Customers A](https://help.anedot.com/hs-fs/hubfs/Quickbooks/Sales%3ECustomers%20A.png?width=600&height=295&name=Sales%3ECustomers%20A.png) ![Sales\>Customers B](https://help.anedot.com/hs-fs/hubfs/Quickbooks/Sales%3ECustomers%20B.png?width=600&height=299&name=Sales%3ECustomers%20B.png) - **Donations:** Go to **Sales** → **All Sales**. ![Sales\>All Sales](https://help.anedot.com/hs-fs/hubfs/Quickbooks/Sales%3EAll%20Sales.png?width=600&height=289&name=Sales%3EAll%20Sales.png) - **Undeposited Funds:** Go to **Accounting** --\> **Chart of Accounts** --\> **Undeposited Funds**. ![Accounting\>Chart of Accounts - A](https://help.anedot.com/hs-fs/hubfs/Quickbooks/Accounting%3EChart%20of%20Accounts%20-%20A.png?width=600&height=298&name=Accounting%3EChart%20of%20Accounts%20-%20A.png) ![Accounting\>Chart of Accounts - B](https://help.anedot.com/hs-fs/hubfs/Quickbooks/Accounting%3EChart%20of%20Accounts%20-%20B.png?width=600&height=448&name=Accounting%3EChart%20of%20Accounts%20-%20B.png) **Fund Mapping Timing** A newly created Product/Service may not work with Anedot until the next day, because Anedot caches the QuickBooks item list for about 24 hours. If a fund's Internal Identifier isn't a valid QuickBooks Item ID, the Sales Receipt is still created, but without the Product/Service, and no error appears. --- ### Troubleshooting **Donations show in Undeposited Funds instead of another account.** This is expected. All relayed donations land in Undeposited Funds, with or without fund mapping. **The Sales Receipt doesn't show the Product/Service I mapped.** Check that the fund's Internal Identifier is only the numeric `itemId` from the QuickBooks URL, with no name, SKU, or spaces. If you created or edited the Product/Service in the last day, wait about 24 hours and send another test donation. If mapping still fails after you've set the correct ID, contact Anedot Support with: Your account UID, the fund's Internal Identifier, the QuickBooks Item ID from the URL, and Whether the Product/Service was created or edited in the last day *Note: Accounts with 100 or more Products & services may need Anedot Support to refresh the item list.* **A free Event registration or Lead Page submission didn't appear in QuickBooks.** Only financial transactions are relayed. Free registrations and Lead Page submissions aren't sent to QuickBooks. **I need to connect a different QuickBooks Company.** Create a new QuickBooks integration. The Company can't be changed on an existing integration. --- ### Field Mapping The Anedot Fields match the Submission's Raw Data, and the QuickBooks fields match the Request Body relay. #### Create User Fields | Anedot Field | Quickbooks Field | | --- | --- | | title | Title | | suffix | Suffix | | address  {city} {line1} {line2} {country} {postalCode} {region } | BillAddr  {City} {Line1} {Line2} {Country} {PostalCode} {CountrySubDivisionCode} | | firstName | GivenName | | lastName | FamilyName | | middleName | MiddleName | | "\[firstName\] \[middleName\] \[lastName\] \[email\]" | DisplayName | | phone | PrimaryPhone {FreeFormNumber} | | email | PrimaryEmailAddr {Address} | | "firstName middleName lastName" | PrintOnCheckName | #### Donation Fields | **Anedot Field** | **Quickbooks Field** | | --- | --- | | amount *(x100)* | Amount | | "SalesItemLineDetail" | DetailType | | "Anedot Donation \[Donation id\]" | Description | | created\_at *(date only)* | SalesItemLineDetail {ServiceDate} | | created\_at *(date only)* | TxnDate | | Customer {Id} *(from Response Body - User Found/Create User)* | CustomerRef {value} | *\*Custom Hidden Fields must be added to the Action Pages in order to be relayed.  \*\*UTM Campaign can be added to the Page URL in the Action Page Builder.* --- ### Payload Data #### **Request Headers** ``` { }  ``` #### **Request Body** #### Find User ``` {  "query": "select * from Customer where PrimaryEmailAddr = 'admin@anedot.com'"} ``` #### Create User ``` {  "Title": null,  "Suffix": null,  "BillAddr": {    "City": "New Orleans",    "Line1": "1340 Poydras St",    "Line2": null,    "Country": "USA",    "PostalCode": "70112",    "CountrySubDivisionCode": "LA"  },  "GivenName": "Ann",  "FamilyName": "Dot",  "MiddleName": "E",  "DisplayName": "Ann E Dot admin@anedot.com",  "PrimaryPhone": {    "FreeFormNumber": "2255555555"  },  "PrimaryEmailAddr": {    "Address": "admin@anedot.com"  },  "PrintOnCheckName": "Ann E Dot"} ``` #### Donation Relay ``` {  "Line": [{    "Amount": 123.0,    "DetailType": "SalesItemLineDetail",    "Description": "Anedot Donation d86691264b5db78fa59f9",    "SalesItemLineDetail": {      "ServiceDate": "2023-05-17"    }  }],  "TxnDate": "2023-05-17",  "CustomerRef": {    "value": "234"  }} ``` #### **Response Body** #### User Not Found ``` {  "time": "2023-05-17T16:05:31.157-07:00",  "QueryResponse": {}} ``` #### User Found ``` {  "time": "2023-05-18T08:34:14.317-07:00",  "QueryResponse": {    "Customer": [{      "Id": "74",      "Job": false,      "Active": true,      "domain": "QBO",      "sparse": false,      "Balance": 0,      "Taxable": true,      "BillAddr": {        "Id": "208",        "City": "denham springs",        "Line1": "777 test st",        "Country": "USA",        "PostalCode": "99999",        "CountrySubDivisionCode": "LA"      },      "MetaData": {        "CreateTime": "2022-08-16T17:30:36-07:00",        "LastUpdatedTime": "2022-08-16T17:30:36-07:00"      },      "GivenName": "annie",      "IsProject": false,      "SyncToken": "0",      "FamilyName": "Dot",      "CurrencyRef": {        "name": "United States Dollar",        "value": "USD"      },      "DisplayName": "annie Dot admin@anedot.com",      "PrimaryPhone": {        "FreeFormNumber": "2252501301"      },      "V4IDPseudonym": "00209850ba6b576ae84a5fa61e6439aad0a74c",      "BillWithParent": false,      "ClientEntityId": "0",      "BalanceWithJobs": 0,      "PrimaryEmailAddr": {        "Address": "admin@anedot.com"      },      "PrintOnCheckName": "annie Dot",      "FullyQualifiedName": "annie Dot admin@anedot.com",      "PreferredDeliveryMethod": "Print"    }],    "maxResults": 1,    "startPosition": 1  }} ``` #### Create User ``` {  "time": "2023-05-17T16:05:31.275-07:00",  "Customer": {    "Id": "234",    "Job": false,    "Active": true,    "domain": "QBO",    "sparse": false,    "Balance": 0,    "Taxable": true,    "BillAddr": {      "Id": "1234",      "City": "New Orleans",      "Line1": "1340 Poydras St",      "Country": "USA",      "PostalCode": "70112",      "CountrySubDivisionCode": "LA"    },    "MetaData": {      "CreateTime": "2023-05-17T16:05:31-07:00",      "LastUpdatedTime": "2023-05-17T16:05:31-07:00"    },    "GivenName": "Ann",    "IsProject": false,    "SyncToken": "0",    "FamilyName": "Dot",    "MiddleName": "E",    "CurrencyRef": {      "name": "United States Dollar",      "value": "USD"    },    "DisplayName": "Ann E Dot admin@anedot.com",    "PrimaryPhone": {      "FreeFormNumber": "2255555555"    },    "BillWithParent": false,    "BalanceWithJobs": 0,    "PrimaryEmailAddr": {      "Address": "admin@anedot.com"    },    "PrintOnCheckName": "Ann E Dot",    "DefaultTaxCodeRef": {      "value": "2"    },    "FullyQualifiedName": "Ann E Dot admin@anedot.com",    "PreferredDeliveryMethod": "Print"  }} ``` #### Donation Relay ``` {  "time": "2023-05-17T16:05:31.470-07:00",  "SalesReceipt": {    "Id": "1386",    "Line": [{      "Id": "1",      "Amount": 123.0,      "LineNum": 1,      "DetailType": "SalesItemLineDetail",      "Description": "Anedot Donation d86691264b5db78fa59f9",      "SalesItemLineDetail": {        "ItemRef": {          "name": "Services",          "value": "1"        },        "TaxCodeRef": {          "value": "NON"        },        "ServiceDate": "2023-05-17",        "ItemAccountRef": {          "name": "Services",          "value": "1"        }      }    }, {      "Amount": 123.0,      "DetailType": "SubTotalLineDetail",      "SubTotalLineDetail": {}    }],    "domain": "QBO",    "sparse": false,    "Balance": 0,    "TxnDate": "2023-05-17",    "BillAddr": {      "Id": "1234",      "City": "New Orleans",      "Line1": "1340 Poydras St",      "Country": "USA",      "PostalCode": "70112",      "CountrySubDivisionCode": "LA"    },    "MetaData": {      "CreateTime": "2023-05-17T16:05:31-07:00",      "LastUpdatedTime": "2023-05-17T16:05:31-07:00"    },    "TotalAmt": 123.0,    "DocNumber": "2279",    "SyncToken": "0",    "CurrencyRef": {      "name": "United States Dollar",      "value": "USD"    },    "CustomField": [{      "Name": "Crew #",      "Type": "StringType",      "DefinitionId": "1"    }],    "CustomerRef": {      "name": "Ann E Dot admin@anedot.com",      "value": "234"    },    "EmailStatus": "NotSet",    "PrintStatus": "NeedToPrint",    "ShipFromAddr": {      "Id": "1513",      "Line1": "123 Sierra Way",      "Line2": "San Pablo, CA  87999 US"    },    "TxnTaxDetail": {      "TotalTax": 0    },    "DepositToAccountRef": {      "name": "Undeposited Funds",      "value": "4"    },    "ApplyTaxAfterDiscount": false  }} ``` - [Get Started](https://help.anedot.com/knowledge/get-started?hsLang=en#main-content) - [Anedot 101](https://help.anedot.com/knowledge/get-started?hsLang=en#anedot-101) - [Apply for an Account](https://help.anedot.com/knowledge/get-started?hsLang=en#apply-for-an-account) - [Security](https://help.anedot.com/knowledge/get-started?hsLang=en#security) - [Action 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