QuickBooks Online Interface

Because both ExceedFurther and QuickBooks Online are web-based systems, a direct connection can be established between the two systems.

The following topic describes the process to prepare the QuickBooks Online Interface for posting transactions from ExceedFurther. Once you have followed these steps, you are ready to post gift, grant and guest transactions. The QuickBooks Online Gift Interface describes the steps for posting gift transactions. See the QuickBooks Online Guest Interface for posting Guest payments. The QuickBooks Online Grant Interface has not yet been implemented. Please contact Technical Support department for information on posting transactions from that module.

Getting Started with the QuickBooks Online Interface

To get started with the QuickBooks Online Interface, do the following:

1. Open your QuickBooks Online company.
2. The interface requires the following settings in QuickBooks:
   1. Use account numbers
   2. Enable class tracking
3. Make sure you have QuickBooks Items defined for your gift transactions. The Credit Code attached to each gift in ExceedFurther is mapped to an Item in QuickBooks, so you should have an Item defined for each Credit Code, and vice versa.
   1. You can name your Items and Credit Codes anything you want to. In the interface you will use mapping to tell the interface what Item to use for each Credit code.
   2. For example, you may have separate Items for Gifts from Individuals, Gifts from Corporations and Special Event Revenue. The corresponding ExceedFurther Credit codes might be INDIV, CORP, EVENT. You can map more than one Credit Code to the same QuickBooks Item.
4. Define at least one Class in QuickBooks. The Fund code attached to gifts, grant payments, and guest payments in ExceedFurther maps to the QuickBooks Class. The Fund code generally indicates any restrictions on the gift. For example, you may have a Class of Unrestricted Funds and a Class of Restricted Funds. Or you may have several different restricted fund Classes. In any case, each Fund code in ExceedFurther must map to a QuickBooks Class. Several Fund codes can map to the same Class.
5. If you are posting pledges from ExceedFurther, you must have a Pledges Receivable or similar account in QuickBooks.
6. From ExceedFurther, open the Interfaces tab from the Navigator.
7. Click on the QuickBooks tab.
8. Click on the Connect to QuickBooks button in the upper right corner.
9. Enter your QuickBooks Online account number and password.
   1. It may take a moment for this screen to appear since the system is connecting to your QuickBooks Online company.
10. The first time you connect to your QuickBooks Online company, you are asked if you wish to authorize QuickBooks Online (Intuit) to share data with ExceedFurther. Click on the Authorize button to continue.
11. You are now ready to follow the steps to select a batch of gifts from ExceedFurther and post them into QuickBooks.