Connect Bloomerang to your QuickBooks Online account via the setup wizard to begin syncing transactions to QuickBooks. Transactions can only be synced from Bloomerang to QuickBooks Online, so it is encouraged to work primarily in Bloomerang. If you are unsure about any terms used in this help article, see Terms for clarification. 

  1. Activate QuickBooks Online
  2. Connect to QuickBooks Online
  3. Disconnect QuickBooks Online
  4. Terms

Activate QuickBooks Online

To enable the QuickBooks Online feature:

  1. Click Gear icon, View All Settings.
  2. Click Edit on the My Organization tile.
  3. In the Preferences section, click QuickBooks Online.
  4. Click Save.

Once you have enabled QuickBooks Online, you can access the setup wizard found in Common Settings:


Connect to QuickBooks Online

You can only connect to one QuickBooks account in Bloomerang. Please ensure that you are working with the QuickBooks account you intend to integrate with Bloomerang before continuing with these steps.

  1. Click Gear icon, QuickBooks Online to begin the setup wizard.


Step 1: Connect your QuickBooks Account to Bloomerang

  1. Click Connect to QuickBooks.
  2. Login to your QuickBooks account and complete connection and authorization steps to connect with Bloomerang.


Step 2: How do you want information to appear in QuickBooks?

Choose how you would like Bloomerang transactions to appear in QuickBooks.

  1. How do you want transactions mapped into QuickBooks?
    • All transactions entered as Invoices and Payments
    • All transactions entered as Sales Receipts

      Note: Pledges will not be synced since they cannot be represented as Sales Receipts in QuickBooks.

    • Customized transaction setup

      Note: Selecting a combination of Invoices and Payments and Sales Receipts syncing might result in some limited sync functionality and manual adjustments may be required. Consistency is recommended whenever possible.

  2. Do you want pledge write-offs to sync to QuickBooks?
  3. Do you want refunds to sync to QuickBooks?
  4. How are constituents entered into QuickBooks?

    Note: Enter constituents using the same format that is used in QuickBooks to avoid creating duplicate customers. First Name and Last Name should match the QuickBooks Display Name exactly, and the Primary Email Address should match the first QuickBooks Email Address.   


Step 3: Create Mapping Rules

If you will be mapping everything in Bloomerang to a single QuickBooks account, go straight to Default Mapping

You may optionally create Custom Mapping rules if you have specific transactions in your Bloomerang database that you would like to map to specific Service Items, Classes, or Accounts in QuickBooks. 

Note: Custom Mapping rules are applied in order from top to bottom, which means that a transaction will be synced using the first rule in the list that it matches, and then not with any other rules. You may arrange these rules in any order you choose to ensure specific transactions are mapped correctly. If a transaction does not match any custom rule, it will be mapped according to the Default Mapping rule. Custom Mapping rules can be edited at any time. 

  1. Custom Mapping
    • Click Add Rule
    • Include at least one Fund, Campaign, Appeal, Transaction Type or Method (or a combination of any)
    • Select a Service Item (optional)
    • Select a Class (optional)
    • Select an Account. You can only map to asset accounts. 
    • Click Save
    • Use the arrow buttons to arrange Custom Mapping rules to your desired order
  2. Default Mapping
    • Select a Service Item (optional)
    • Select a Class (optional)
    • Select an Account. You can only map to asset accounts.


Step 4: When do you want to begin syncing to QuickBooks?

  1. Select the date, day, and time to begin syncing. Transactions will only begin syncing after this date. 
  2. Select Automatically Sync or Manual Sync

Note: Automatic Sync time is based on the time zone of your organization in Bloomerang. If you choose to automatically sync transactions, you can still perform a Manual Sync at any time.


Disconnect QuickBooks Online

Disconnecting from QuickBooks Online can be done via QuickBooks’ settings. You can reconnect the same QuickBooks account later, however, if you would like to connect a different QuickBooks account it will require a data service. 

  1. Click Gear icon, QuickBooks Online.
  2. Click Settings, Disconnect.

Terms

TermDescription
AccountThis refers to an Account in QuickBooks. Every transaction you sync with QuickBooks must be mapped to an Account.
ClassA Class is a category of funds in QuickBooks, often associated with Bloomerang Funds.
Service ItemA Service Item is a category of funds in Quickbooks, often associated with Bloomerang Funds or Appeals.
InvoicesInvoices are equivalent to raised funds in Bloomerang.
PaymentsPayments are equivalent to revenue funds in Bloomerang.
Sales ReceiptsSales Receipts are a more direct representation of funds than Invoices and Payments, however, note that Bloomerang Pledges cannot be represented as Sales Receipts in QuickBooks.

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