Connecting to QuickBooks Online

Connecting to QuickBooks Online

Overview

EvangelOS integrates with QuickBooks Online to automatically sync your donation data — eliminating manual data entry for your finance team. Once connected, giving records and closed batches flow directly into QuickBooks. This guide covers the updated settings page and the new Donation Reconciliation Wizard.

Prerequisites

  • A QuickBooks Online account (Essentials, Plus, or Advanced).
  • A Growth or Complete EvangelOS plan (FINANCIAL_MANAGEMENT entitlement).
  • QuickBooks Online Admin access.

Step 1: Connect to QuickBooks Online

  1. Go to Settings > Integrations and click the QuickBooks Online card.
  2. Click Connect with QuickBooks.
  3. You'll be redirected to QuickBooks to authorize the connection. Sign in with your QuickBooks admin credentials and click Authorize.
  4. You'll be redirected back to EvangelOS. The card will show Connected with your QuickBooks company name and last sync timestamp.

Step 2: Configure the Integration

After connecting, click Configure on the QuickBooks card. This opens the dedicated QuickBooks settings page with the following options:

  • Default Income Account: The QuickBooks chart of accounts entry where donations are posted by default (e.g., "Contributions Income").
  • Fund-to-Account Mapping: Map each EvangelOS giving fund to a specific QuickBooks income account. This allows General Fund donations to post differently than Building Fund donations.
  • Sync Trigger: Choose when records sync — immediately when a donation is recorded, or only when a giving batch is closed.
  • Payment Method Mapping: Map EvangelOS payment types (Cash, Check, Card, Online) to QuickBooks payment methods.

Click Save Configuration when done.

Using the Donation Reconciliation Wizard

The Donation Reconciliation Wizard helps you identify and resolve discrepancies between EvangelOS and QuickBooks — for example, donations that failed to sync or were modified after syncing.

  1. From Settings > Integrations > QuickBooks Online, click Run Reconciliation Wizard.
  2. Select the date range to reconcile.
  3. The wizard compares EvangelOS records with QuickBooks entries and lists any discrepancies.
  4. For each discrepancy, choose: Sync to QuickBooks, Mark as Reconciled (if already handled manually), or Skip.
  5. Click Finish Reconciliation. A reconciliation report is generated and can be exported as CSV.

Manual Sync

To trigger an immediate sync of all pending records, click Sync Now on the QuickBooks card. The sync status updates in real time.

Disconnecting

Click Disconnect on the QuickBooks card to remove the integration. Existing synced records in QuickBooks are not affected. Re-authorize at any time by clicking Connect again.

Frequently Asked Questions

Does EvangelOS pull data from QuickBooks?

No. The integration is one-directional: EvangelOS pushes donation data to QuickBooks. Changes made in QuickBooks are not reflected in EvangelOS.

What if a sync fails?

Failed syncs are logged in the QuickBooks integration card under Sync Errors. Click any error to view details and retry the sync for that record individually.

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