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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 a cloud-based accounting software that streamlines bookkeeping, donor management, and financial reporting for your organization.

Table of Contents

Connect Anedot to QuickBooks Online

  1. Go to Settings > Integrations > Directory in your Anedot fundraising account.
  2. Click the blue + New Connection button in the top-right corner.
  3. Select QuickBooks from the integration directory.
  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.

Data Relays

  • Supported Pages:
    Relays are only sent for Donation Pages.

  • Included Data:
    Only donor contact details and donation amounts are relayed.
    Transfers and fees are not included.
    Custom field data is not supported.

  • How It Works:

    • Anedot performs a “Find or Create User” check before each relay.

      • If the donor exists in QuickBooks, the Donation Submission is relayed.

      • If not, Anedot first relays the necessary information to create a new customer, then relays the donation.

  • Where to View Donations in QuickBooks:

    • Sales > All Sales: View relayed donations.
      Sales>All Sales

    • Accounting > Chart of Accounts > Undeposited Funds: Donations appear here by default unless customized.
      Accounting>Chart of Accounts - A
      Accounting>Chart of Accounts - B

Customize Fund Allocations in QuickBooks

To direct relayed donations to specific Income Accounts:

  1. Go to the Sales tab in QuickBooks.

  2. Select Products and Services.

  3. Click the green New button.
    Customize Funds A

  4. Choose Non-Inventory or Service as the Item type.

  5. Select the desired Income Account, then Save.
    Customize Funds B

  6. Run a report on the Item to view its ID.

    • Copy the Item Number from the URL (item=).
      Item Number 7

    • You may need to Switch to Classic View to see the URL format.

  7. In Anedot, go to Settings > Finance > Funds.

    • Hover over the Fund, click View, and set the Fund Internal Identifier to match the QuickBooks Item ID.

Once linked, donations will route directly to the chosen Income Account, instead of Undeposited Funds.
Income Amount 9

View Donors in QuickBooks

To view relayed donors (as “Customers” in QuickBooks):

  • Go to Sales > Customers,
    Sales>Customers A

  • Or use the side menu and select Customers & leads.
    Sales>Customers B

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
  }
}