HYS Documentation
Api ReferenceWebsiteGo to App
  • INTRODUCTION
    • About HelpYouSponsor
    • Key features overview
    • Concepts & Key Terms
  • GETTING STARTED
    • Navigation
    • Dashboard
    • Quick Start Guide
      • Account Information
      • Email Settings
      • Payment Gateways
        • Stripe Setup
          • Stripe Webhook
        • Flutterwave Setup
        • QPayPro Setup
        • Authorize.net Setup
        • PayPal Setup
    • Account Setup
      • First Program Setup
      • Website Integration
      • Campaign Setup
  • CORE FEATURES
    • Program Management
      • Manage Programs
      • Program Forms
      • Program Settings
      • Auto Emails
      • Additional Gifts
      • Url Generator
    • Donor Management
      • Donors Table
      • Add Donor
      • Donor Profile Page
    • Recipient Management
      • Recipients Table
      • Add Recipient
    • Sponsorship Management
      • Sponsorships Table
      • Add Sponsorship
    • Donation Management
      • Donations Table
    • Communication Tools
      • Message Manager
      • Newsletter
  • ADVANCED FEATURES
    • Customization Options
    • Reporting and Analytics
    • Progress Reports
      • Create Progress Report
      • Add Progress Report Data
    • Integrations
      • Mailgun
      • Box Image Storage
      • Zapier
        • Actions
          • Create a New Donor
          • Edit Donor
          • Find Donor By Email Address
          • Find Donor Forms
          • Create a New Entity
          • Edit Entity
          • Find Entity by ID
          • Find Programs
        • Triggers
          • New Form
          • New Program
          • New Donor
          • New Entity
          • New Donations
      • QuickBooks
        • Connect to HelpYouSponsor
        • Adding Donors (Customers)
        • Recipients (Service item)
        • Donations (Sales Receipt)
        • Mapping fields from HYS to QuickBooks fields
        • Synchronized Currency
  • ADMINISTRATION
    • User Management
    • Permissions and Access Control
    • Security Settings
  • BEST PRACTICES
    • Donor Engagement Strategies
    • Fundraising Tips
    • Data Management
  • TROUBLESHOOTING
    • Common Issues and Solutions
    • FAQs
      • How do I import data into my account?
      • How do I bulk upload files?
      • How do I export all the data in my account?
    • Support Resources
      • Priority Support & Enhancements Options
      • How to close my account?
  • API DOCUMENTATION
    • Authentication
    • Endpoints
    • Code Examples
  • RELEASE NOTES
    • Version History
    • Upcoming Features
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  1. ADVANCED FEATURES
  2. Integrations

QuickBooks

QuickBooks in a well known accounting tool. And therefore we would like to have your donations tracked in the tool so that your able to track your revenue from an external tool without having to leave QuickBooks.

In this integration we support 2 way synchronizing of data. That is to say when a new record is added in HelpYouSponsor, it will show up in QuickBooks and then also when a new record or item is created in QuickBooks then it can reflect.

In this integration, we only support 3 features from QuickBooks;

  • Customers: Sync your customer data seamlessly between HelpYouSponsor and QuickBooks.

  • Service: Manage and synchronize your service items for consistent record-keeping.

  • Sale Receipt: Track sales receipts effortlessly to maintain accurate financial records.

Data Mapping

In the integration between QuickBooks and HelpYouSponsor, the following mappings are established:

  • Customers: Maps to Donors in HelpYouSponsor.

  • Service: Maps to Recipients.

  • Sale Receipt: Maps to Donations.

This mapping ensures that the corresponding data types are synchronized accurately between both platforms, facilitating seamless data management.

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Last updated 4 months ago