--- 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 a cloud-based accounting software that streamlines bookkeeping, donor management, and financial reporting for your organization. --- ### Table of Contents - [Connect Anedot to QuickBooks Online](https://help.anedot.com/knowledge/quickbooks-online#connect) - [Data Relays](https://help.anedot.com/knowledge/quickbooks-online#data-relays) - [View Donors in QuickBooks](https://help.anedot.com/knowledge/quickbooks-online#view-donors) - [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** \> **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 sent only for **financial transactions** submitted through **Donation Pages** and **Event Pages**. *Note: Non-financial submissions—such as free registrations on Event Pages or entries collected through Lead Pages—are not relayed.* - **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](https://help.anedot.com/hs-fs/hubfs/Quickbooks/Sales%3EAll%20Sales.png?width=600&height=289&name=Sales%3EAll%20Sales.png) - **Accounting \> Chart of Accounts \> Undeposited Funds**: Donations appear here by default unless customized. ![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) --- ### View Donors in QuickBooks To view relayed donors (as “Customers” in QuickBooks): - Go to **Sales \> Customers**, ![Sales\>Customers A](https://help.anedot.com/hs-fs/hubfs/Quickbooks/Sales%3ECustomers%20A.png?width=600&height=295&name=Sales%3ECustomers%20A.png) - Or use the side menu and select **Customers & leads**. ![Sales\>Customers B](https://help.anedot.com/hs-fs/hubfs/Quickbooks/Sales%3ECustomers%20B.png?width=600&height=299&name=Sales%3ECustomers%20B.png) --- ### 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) 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