QuickBooks Online integration

Your GiveKit payments, already in QuickBooks

Connect once and every gift, ticket, membership, sponsorship, raffle and auction payment lands in your books on its own. Payouts show up as deposits that match your bank, fees included. No spreadsheets, no re-keying.

How it works

Set it up once. Your books stay current on their own.

GiveKit books money the way it actually moves: a receipt when the payment happens, a deposit when it reaches your bank.

  1. 1

    A payment comes in

    Someone gives, buys a ticket, wins an auction item or pays an invoice in GiveKit.

  2. 2

    A sales receipt is created

    Within a couple of minutes, QuickBooks gets a sales receipt for that donor, booked to the income account you chose.

  3. 3

    The payout becomes a deposit

    When the money is paid out to your bank, one deposit records it, with processing fees on their own line.

  4. 4

    It matches your bank feed

    The deposit equals what actually landed in your bank, so you just click Match in QuickBooks.

Every payment

A sales receipt for every gift, under the right donor

Each successful payment becomes a QuickBooks sales receipt for that donor, dated the day they paid and booked to the income account for that kind of payment.

  • Donations, recurring gifts, tickets, sponsorships, raffles, auctions, memberships and invoices
  • Fees a donor chose to cover appear as their own line
  • Refunds become refund receipts for the same donor
  • Each receipt notes the GiveKit transaction and card used, so you can trace it back
Every payout

Deposits that match your bank, to the cent

When GiveKit pays out to your bank, QuickBooks gets one deposit for that payout. It pulls in the sales receipts it covers, subtracts processing fees and any refunds, and always totals exactly what arrived in your account.

  • Fees recorded once, to your processing fees expense account
  • Refunds taken out of a payout are linked on its deposit
  • Reconcile by matching the deposit to your bank feed
Your chart of accounts

Booked to the accounts you already use

When you connect, GiveKit sets up clearly named income and expense accounts for you. Prefer your own? Pick any existing QuickBooks account for each kind of payment, any time.

  • Choose the QuickBooks account that matches your payout bank
  • Pick an income account for each kind of payment
  • Choose a start date, and move it back to bring history across
  • Include or leave out cash and check gifts you record by hand

These settings only tell QuickBooks where to record things. They never change where GiveKit sends your money.

Donors

Each donor is one customer in QuickBooks

The first time someone gives, GiveKit adds them as a QuickBooks customer with their name, email, phone and address. Every later gift goes under that same customer, so you can see a donor's full history in your books too.

  • Matches existing customers by name and email instead of duplicating them
  • Two donors with the same name are kept apart
  • Payments with no donor attached go under one "GiveKit Guest" customer
Built to be trusted

Accurate books without babysitting

The sync runs in the background and looks after itself. You only hear about it when something needs you.

Syncs within minutes

New payments reach QuickBooks a minute or two after they succeed. No exports, no imports.

Nothing gets missed

Every 10 minutes GiveKit double-checks for anything that hasn't synced yet and sends it across.

Retries on its own

If QuickBooks is busy or briefly unavailable, GiveKit tries again automatically, and never creates a duplicate.

Tells you what needs a person

Anything that still can't sync shows up under Needs attention with the reason in plain words and a Retry button.

Hands off your existing books

GiveKit only adds records. It never edits or deletes anything in QuickBooks that it didn't create.

Secure sign-in

You connect on Intuit's own page. GiveKit never sees your QuickBooks password, and you can revoke access from either side.

Get started

Connected in about two minutes

An administrator sets it up from Integrations in GiveKit.

  1. 1

    Connect QuickBooks

    Open Integrations, choose QuickBooks Online and sign in on Intuit's page to approve the connection.

  2. 2

    Choose your bank account

    Pick the QuickBooks account that matches the bank your payouts go to. Adjust income accounts if you like.

  3. 3

    That's it

    New payments start syncing right away, and payouts follow as deposits. Check the Activity tab any time.

Common questions

Which version of QuickBooks does it work with?

QuickBooks Online. QuickBooks Desktop isn't supported.

Who can connect it?

A GiveKit administrator, signing in with a QuickBooks Online user who can approve app connections. Each GiveKit organization connects to one QuickBooks company, and a QuickBooks company can only be connected to one GiveKit organization.

Will it change anything already in QuickBooks?

No. GiveKit only adds sales receipts, refund receipts, deposits and customers. It never edits or deletes anything it didn't create. If an account it needs is missing, it creates one with a clear GiveKit name.

What about payments from before I connected?

Syncing starts from the day you connect. Move the start date earlier in settings and GiveKit brings older payments across in the background.

How are processing fees handled?

Sales receipts are recorded at the full amount the donor paid. Fees are recorded once, on the payout deposit, to your processing fees expense account, so the deposit equals what reached your bank. If a donor chose to cover the fee, that shows as its own line on their receipt.

What about refunds?

A refund becomes a refund receipt for the same donor. When the refund comes out of a payout, it's linked on that payout's deposit so the total still matches your bank.

Are cash and check donations included?

Yes, by default. Gifts you record by hand in GiveKit sync as sales receipts too. If you'd rather enter those in QuickBooks yourself, turn that off in settings.

Is my GiveKit subscription included?

No. Only money your organization raises is synced, not what you pay GiveKit.

Can I disconnect?

Yes, any time. New payments stop syncing, and everything already in QuickBooks stays exactly as it is. Reconnect later and syncing picks up where it left off.

QuickBooks and QuickBooks Online are trademarks of Intuit Inc.

Stop re-keying donations into QuickBooks

Connect once and let every gift, ticket and payout book itself.