Managing nonprofit finances can be a challenge. Between tracking donations, reconciling deposits, and ensuring your database aligns with your accounting system, it’s easy to feel overwhelmed. But CharityEngine’s integrations with QuickBooks Online and QuickBooks Enterprise change the game—offering a smarter, more efficient way to handle your financial data.
Let’s take a look at why CharityEngine’s QuickBooks integration is uniquely designed to meet the needs of nonprofits, from growing nonprofits to enterprise-level organizations.
Flexibility for Organizations of All Sizes
CharityEngine clients, both growing and large nonprofits, enjoy seamless and effortless integrations with QuickBooks Online and QuickBooks Enterprise.
CharityEngine gives you the flexibility to sync your data with QuickBooks in two ways:
- Detailed Sync (Donor Records): Ideal for smaller organizations that want to track individual donor details within their accounting system.
- Batch Sync: Perfect for larger organizations that prioritize reconciliation over granular detail.
This dual approach allows smaller organizations to enjoy detailed tracking while they grow. For larger organizations, our batch sync ensures smooth reconciliation of gross deposits without bogging down the system.
How it Works: QuickBooks Online
Nonprofits can connect their CharityEngine account to their QuickBooks Online account, and the data will be synced without uploads or manual entry.
While our implementation team will support you as you get set up, here’s a brief overview so you can see how easy it is.
- Check Your Accounts: Make sure your QuickBooks setup is ready to go and matches your CharityEngine accounts.
- Connect the Dots: In CharityEngine, go to the Configuration App, find the Integrations section, and follow the prompts to connect to QuickBooks.
- Match Your Accounts: The account names in CharityEngine and QuickBooks need to be an exact match—this keeps everything running smoothly.
- Sync Away: Once you’re set up, schedule regular syncs and let the automation do the heavy lifting.
For step-by-step guidance, CharityEngine’s support team has you covered with easy-to-follow instructions.
How it Works: QuickBooks Enterprise
If you’re a QuickBooks Enterprise user, you can easily export your transactions to QuickBooks using our .IIF (Intuit Interchange Format) export feature. You simply filter and export the desired transactions, and they transfer into QuickBooks Enterprise. It’s just a few clicks! 
Gross Deposits for Reconciliation: A Gamechanger
One of the most significant pain points for nonprofits is reconciling gross deposits with fees and donations. CharityEngine eliminates this headache by giving you complete control over deposit data. With our integration, accountants no longer must guess:
- How much was paid in fees?
- How much of the deposit was donations?
- Do the bank statements match the reports?
Unlike many competitors who rely on third-party processors like Stripe or CardPointe, CharityEngine puts you in control. This streamlined approach saves time, reduces errors, and ensures your reconciliation process is as smooth as possible.
Automatic Sync of Returns and Chargebacks
Here’s another feature that sets CharityEngine apart: our integration automatically syncs returns, including ACH returns and credit card chargebacks.
Why does this matter?
- Accurate Reporting: Without this feature, your database can quickly become unreliable. For example, imagine John donates $100 but disputes the charge later. Most systems will update the accounting record but fail to reflect the reversal in the donor database—leaving you with inaccurate donor data.
- Fewer Headaches for Accountants: Returns and chargebacks are automatically factored into your reporting, so there’s no need for manual updates or cross-checking.
One of CharityEngine’s greatest differentiators is that all donor data is in one place in real time. With our robust capabilities, you can rest assured that your information is always accurate.
A Nonprofit CRM That Scales
While QuickBooks is a great tool for many nonprofits, larger organizations often outgrow it and need more sophisticated accounting systems, such as Microsoft Dynamics GP (Great Plains) or Financial Edge. CharityEngine is designed to scale with you, ensuring your financial and donor data remain in sync no matter what accounting system you use.
When QuickBooks meets your needs, it’s easy to use with CharityEngine. As you grow and potentially outgrow QuickBooks, our system will smoothly integrate with any system you choose or require.
Why CharityEngine Stands Out
Here’s what makes our QuickBooks integration superior:
- Dual Sync Options: Tailored for both small and large organizations.
- Gross Deposit Reconciliation: Complete control over deposits, fees, and donor data.
- Automatic Returns Sync: No more inaccurate donor records or manual corrections.
CharityEngine Powers Nonprofits
By addressing common reconciliation headaches, CharityEngine offers a solution that not only simplifies your financial management but also puts you ahead of the competition.
At every stage, our nonprofit CRM and unique payment processing capabilities serve our clients. We’re proud that most product updates come from client recommendations. You’re in the trenches and know how software can enhance your ability to change the world. We’re here to build it for you.
If you’re ready to streamline your reconciliation process and gain confidence in your financial data, CharityEngine’s QuickBooks integration is the tool you’ve been waiting for.
