Keep Fundraising and Finance in Harmony

The Bloomerang Quickbooks integration makes it easy to record and track financial information.

We know that fundraising is just one part of a nonprofit’s overall operational needs. When it comes to Accounting, QuickBooks is the undisputed leader. That’s why we’ve made it as easy as possible to manage your fundraising revenue across multiple platforms, while minimizing data entry time and errors. 

When you build out an integration between Bloomerang and QuickBooks, you can automate the functionality between your donor management system and financial solution. Therefore, your organization will limit the discrepancies encountered in donation data between your development and financial teams.

Whether you’re on QuickBooks Installed/Desktop, or QuickBooks Online, we have you (and your accounting team) covered with our Bloomerang QuickBooks integration!

Quickbooks Online Integration

With the Bloomerang QuickBooks integration, you can start and end your transaction entry with Bloomerang! Whether it’s a single donation, recurring donation, or pledge payments, simply enter the transaction in Bloomerang and we’ll take care of sending it to QuickBooks. 

Bloomerang is your source of truth for your fundraising transactions in QuickBooks. We automatically associate the transaction with a customer, and we’ll even update transactions in QuickBooks if you need to edit or refund it later.

If you’re new to QuickBooks, it’s likely that you’ll choose their online option (as 80% of new users do). We’ll start by covering how you can use Bloomerang’s QuickBooks online integration to sync your data and provide accurate financial reports. If you choose QuickBooks Desktop, don’t worry! We’ll cover that integration information too. 

Ensuring transactions are consistent between systems is critical for reliable bookkeeping. We’ve added financial controls to transactions that are synced to QuickBooks to help your organization maintain this consistency. All transactions that are synced to QuickBooks will have a QuickBooks Sync Status. A status of “Unsynced” means that a transaction has not been sent to QuickBooks, and those transactions do not have any restrictions for editing or refunding.

If a transaction has a “Synced” or “Do Not Sync” status we lock the Date, Amount, Fund, Campaign, Appeal, and Method fields. You can still edit these critical fields, but we’ve added an unlock workflow to help you appropriately resync the changes to the transaction in QuickBooks if needed. We’ve worked hard to provide you with the financial controls you need to ensure your systems are consistent while not overly burdening you if you need to make necessary changes to your transactions.

With the Bloomerang QuickBooks integration, it’s easy to set up mapping rules. This allows you to map your Bloomerang transactions to a QuickBooks service item, class, and account. You can set up multiple custom rules to customize how transactions are mapped in your system. 

Once you set up your rules for syncing, Bloomerang does not make you come back to sync your transactions every day, week, or month. Whether you have a complex set of rules or a simple sync approach, you can use our scheduling feature to automatically run your sync. 

For example, if you make your deposit at the end of the week, you can easily set the sync schedule to run later that evening. That way you won’t have to worry about logging into Bloomerang on Friday night to initiate the sync for the weekly deposits!

Quickbooks Installed/Desktop

Avoid double data entry, save time, and reduce errors by using the Bloomerang QuickBooks Export to transfer transactions from Bloomerang to QuickBooks.

The QuickBooks setup in Bloomerang is simple, flexible, and able to match up to most QuickBooks Chart of Accounts configurations. This means that if you’re already using the desktop version of QuickBooks (or prefer to invest in this solution), you can still fully leverage the integration between the solutions. 

While many service-based organizations prefer the online format of QuickBooks, those that focus on the distribution of products may find that the installed version is more suitable for their needs. If you haven’t yet installed QuickBooks, but plan to do so, be sure to do your research to determine which solution is the best option for your organization. No matter what, you can rest assured that your Bloomerang database will integrate seamlessly with either option. 

QuickBooks Accounts

Start by creating QuickBooks Accounts that match your organization’s Bank and Income account setup. You can create as many QuickBooks Accounts as you need for your organization’s unique accounting scenario.

Take note of the account number associated with each QuickBooks account so that you can use that information to match the data that you’ll input into your Bloomerang database. Your integration between Bloomerang and QuickBooks will work most effectively and efficiently when you make sure everything is set up correctly at the start.

Bloomerang Quickbooks Integration

Bloomerang Quickbooks Integration

QuickBooks and Bloomerang Funds

Then, create Funds in Bloomerang to match up to your QuickBooks Classes. You control which QuickBooks Accounts are used with each Fund. You can also select a default QuickBooks Account for each Fund.

Oftentimes, this is where nonprofits specify any types of restrictions on donations contributed. For instance your organization may find that you need classifications for unrestricted, temporarily restricted, and permanently restricted funds. This classification of funds is one of the key aspects of fund accounting, which makes nonprofit finances so unique.

Bloomerang Quickbooks Integration

Easy Exporting

After you’ve set up your integration between Bloomerang and QuickBooks, you can export your financial data using the QuickBooks Export tool to collect data that will be imported into QuickBooks or analyzed in a separate spreadsheet. 

The QuickBooks Export contains all of the transaction filtering options, allowing you to pinpoint only the transactions you want to carry over from Bloomerang to QuickBooks. The Export Options allow you to further refine how transactions are grouped into deposits and include additional details for each transaction, such as donor name and payment method. This export tool also remembers your selections, allowing you to “set it and forget it” for future use. 

Import QuickBooks Deposits in Seconds

When you download from Bloomerang’s QuickBooks Export, a file formatted perfectly for importing Deposits into your desktop QuickBooks database is created. In mere seconds you can have your transactions transferred from Bloomerang into QuickBooks!

When information is automatically organized during your export, you can be sure that all of the important information and financial fields will carry over during the importing process. This is vital to ensure you don’t miss out on important information or whole contributions due to simple clerical errors.

Connect Via Zapier

Are you a Zapier user? Zapier is a tool used to connect all sorts of software solutions with one another. If you’ve already set up a Zapier account for your organization, you can easily use this solution to connect QuickBooks Online to Bloomerang in seconds!

See It In Action

See what our customers have to say about the Bloomerang QuickBooks integration:

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