Connecting to QuickBooks Online

Connecting to QuickBooks Online


Your church's bookkeeping needs to be accurate, trustworthy, and efficient. To save your finance team valuable time and prevent manual data entry, EvangelOS offers a direct integration with QuickBooks Online.

Once connected, this integration will securely and automatically sync your financial data (like giving batches and donations) from EvangelOS to your QuickBooks Online account. This keeps your records perfectly in sync, without the hassle.

How to Connect Your QuickBooks Online Account

Only users with Admin permissions can set up this integration.

  1. Navigate to your Settings by clicking your organization's name in the top-right corner and selecting Settings.

  2. Click on the Integrations tab.

  3. Find QuickBooks Online in the list of available integrations (it may be under "Financial") and click the "Connect" button.

The QuickBooks Onboarding Process

After you click "Connect," you will be guided to securely sign in to your QuickBooks Online account.

  1. A new window will open, prompting you to log in to your QuickBooks Online account.

  2. QuickBooks will ask you to grant permission for EvangelOS to access your company's data. This is a standard and secure process required for us to send your financial information.

  3. Once you approve the connection, you will be brought back to your EvangelOS settings page.

After You Connect

Once your account is connected, you can manage the integration from the same settings page. You may have additional settings, such as:

  • Mapping Funds: You may need to "map" your EvangelOS Funds to your QuickBooks Chart of Accounts. This tells the system that a donation to your "Building Fund" in EvangelOS should go to the "Building Fund" account in QuickBooks.

  • Syncing Data: The integration will run automatically, but you may also have an option to trigger a manual sync.

That's it! Your financial data will now flow automatically, making your bookkeeping more efficient and reliable.

What's Next?

Now that all your giving data (online and offline) is in EvangelOS and syncing to your accounting software, there's one last step: getting that information to your members. Our next guide, "Generating Giving Statements," will show you how to create and send annual giving statements for tax purposes.

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