QuickBooks Online

QuickBooks Online is a leading accounting software. Anedot's integration with QuickBooks sends data collected from Anedot pages to QuickBooks.

The Anedot integration with Quickbooks Online pushes Action Pages donation data into a customer's Quickbooks Online account. Please note that the below steps work for Action Pages only and not Campaigns.

 

Step 1: Setup the QuickBooks Connection in Anedot

 

  1. Login to your user profile and choose your account.
  2. Click Settings in the Navigation bar.
  3. Click Integrations.
  4. Click "Connect" under QuickBooks
  5. Choose All Pages or a specific page.

 

Step 2: Connect Anedot inside QuickBooks

image (5)


  1. After you connect Anedot to QuickBooks inside Anedot, you will be redirected to the Intuit website to select which company you are connecting.
  2. Login to your QuickBooks account
  3. On Intuit website, select your company

  4. The Intuit website will show a "Let's Connect Anedot" page next, if your company isn't already connected.

  5. Once you click Connect, you will be redirected back to the Anedot site, which will show your successfully created integration.

Example Payload

User Creation

{:DisplayName=>"Doctor Martin Luther King Junior mlk@gmail.com",
:GivenName=>"Martin",
:MiddleName=>"Luther",
:FamilyName=>"King",
:Suffix=>"Junior",
:Title=>"Doctor",
:PrintOnCheckName=>"Doctor Martin Luther King Junior",
:BillAddr=>
{:Line1=>"501 Auburn Ave NE",
:Line2=>"Apt 1",
:City=>"Atlanta",
:Country=>"USA",
:PostalCode=>"30312",
:CountrySubDivisionCode=>"GA"},
:PrimaryEmailAddr=>{:Address=>"mlk@gmail.com"},
:PrimaryPhone=>{:FreeFormNumber=>"844-387-6962"}}

Donation Submission

      {
CustomerRef: { value: 42 },
Line: [
{
Amount: 3.5,
Description: "Anedot Donation d33515081e6c5e66b90a4",
DetailType: "SalesItemLineDetail",
SalesItemLineDetail: { ServiceDate: "2021-07-04" }
}
],
TxnDate: "2021-07-04"
}

Example Donations

image (6)