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
- Login to your user profile and choose your account.
- Click Settings in the Navigation bar.
- Click Integrations.
- Click "Connect" under QuickBooks
- Choose All Pages or a specific page.
Step 2: Connect Anedot inside QuickBooks
- After you connect Anedot to QuickBooks inside Anedot, you will be redirected to the Intuit website to select which company you are connecting.
- Login to your QuickBooks account
-
On Intuit website, select your company
-
The Intuit website will show a "Let's Connect Anedot" page next, if your company isn't already connected.
- 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