This article will provide step-by-step instructions to help you get the QuickBooks® Online integration enabled.
Before you begin
In order to get setup, there are a few basic things you’ll need to know:
1. Which of your bank accounts receive(s) Pushpay deposits.
2. Which QuickBooks® Online company file you should use (if you have more than one).
3. How your Pushpay Funds match up with your QuickBooks® Online chart of accounts, as well as classes & locations if you have them.
4. Have your QuickBooks® Online login details handy so you can complete the integration.
Once you are ready to begin, log in to your Pushpay admin portal and select Settings > Integrations:
Connect QuickBooks® Online
Select Connect integration for QuickBooks® Online, then Authorize Pushpay to connect your QuickBooks® Online account. If you have multiple company files, select the file you want us to send Journals to.
Match bank accounts
This screen shows the deposits your organization can synchronize with QuickBooks® Online.
- Bank Deposits = ACH giving processed by Pushpay
- Card Deposits = Card giving processed by Pushpay
- Check Deposits = Checks processed via Check Deposit
- Batch Entry Deposits = Recorded giving in batches that you've marked as Deposited via Batch Entry
Enable the deposits you wish to sync, and select the bank account which these deposits are paid into. This will ensure that the journal entries assign giving to the correct bank account in QuickBooks® Online.
If there are multiple deposits of the same type, we show you the Listing that the deposit is associated with so that you can select the correct bank account.
2) Match Listings and Locations (optional)
If you use Locations in QuickBooks® Online, and these Locations match exactly with your Pushpay Listings, you’ll have the option to match them together. Matching Listings to Locations will ensure all giving is allocated to the correct Location in QuickBooks® Online.
Please note: These mappings are optional, so if you don’t want a specific Listing matched to a Location you can leave it unmapped.
3) Match Funds
In order for us to allocate giving correctly in QuickBooks® Online, you’ll need to match each Pushpay Fund to the appropriate revenue account in QuickBooks® Online.
If you have Classes enabled in QuickBooks® Online, you’ll also have the option to match each Pushpay Fund to a QuickBooks® Online Class or Sub-Class, if you wish. If you don’t want to match Funds to a Class, simply leave Classes unmatched.
If you have Locations enabled in QuickBooks® Online, and you haven’t already matched these to your Pushpay Listings, you’ll have the option to match each Pushpay Fund to a QuickBooks® online Location or Sub-Location, if you wish. If you don’t want to match Funds to a Location, simply leave Locations unmatched.
4) Enable the Integration
Once you've finished mapping your Funds, you’ll have the option to enable the integration now or at a later date. Once you enable the integration, you can expect to see journal entries being created in QuickBooks® Online after a couple of days.
If you choose not to enable the integration right now, you can easily do this at a later date via by navigating back to Settings > Integration screen.
For more details on the Journal Entries that are created in QuickBooks® Online, click here.