# Connect to HelpYouSponsor

#### **1. Accessing the Integration**

* Go to the main menu and click **Settings → Integrations**.
* Locate the **QuickBooks** card.<br>

  <figure><img src="/files/bBnaLwArMbMQgugvFUnH" alt=""><figcaption></figcaption></figure>

Click **Sign in to QuickBooks** to begin the connection process.

***

#### **2. Authorizing QuickBooks**

After clicking **Sign in to QuickBooks, a** right-side drawer will open.

<figure><img src="/files/71izVbeBkN8kghFVCei0" alt=""><figcaption></figcaption></figure>

This drawer lists all your **Programs** in HelpYouSponsor. Each program can later be mapped to QuickBooks Online (QBO) fields so data syncs smoothly between the two systems.

Click **Authorize QuickBooks** to begin onboarding.

You’ll then:

1. Be redirected to QuickBooks Online.
2. Choose the **company** you want to link to HelpYouSponsor.

   <figure><img src="/files/UFZG2tHYjHRzjFlLo3Hk" alt=""><figcaption></figcaption></figure>
3. Confirm your selection.
4. After connecting, you’ll return to the **Integrations** page.

The **QuickBooks card** will now be toggled **ON**, confirming a successful connection.

<figure><img src="/files/LQKkVWU7vyzGSCFLbhys" alt=""><figcaption></figcaption></figure>

***

### **Field Mappings**

HelpYouSponsor supports mappings for **Customers** and **Items**.

#### **1. Mapping Customers**

1. In the right-side drawer, select the **Program** whose donor data you want to link to QuickBooks.<br>

   <figure><img src="/files/hy05fk7j8O5046EmtM53" alt=""><figcaption></figcaption></figure>
2. Under the **Customer** tab, you’ll see the **Donor Form Fields** for that program.
3. Use the dropdown menus to match each donor field with a corresponding **QuickBooks field**.

   <figure><img src="/files/6CFdC5rdcWhI6XBaMR4R" alt=""><figcaption></figcaption></figure>

***

#### **2. Mapping Service Items**

1. Go to the **Service Item** tab.
2. You’ll see the **Recipient Form Fields** you created.
3. Use the dropdown menus to map these fields with **QuickBooks item fields**.<br>

   <figure><img src="/files/p3ADhjvqsn7hhNqVfXL6" alt=""><figcaption></figcaption></figure>

***

#### **3. Accounting Settings**

Under the **Accounting** tab, two key elements can be linked:

* **Chart of Accounts** — available from your QuickBooks organization account.

  <figure><img src="/files/I3kbchXtTgvHNyRGmFHn" alt=""><figcaption></figcaption></figure>

  <figure><img src="/files/rCDquAQvrHkxQ2OCeYiS" alt=""><figcaption></figcaption></figure>
* **Class** — the class list as configured in your QuickBooks account.

  <figure><img src="/files/jMMTguEB8hLL0Q66hx7s" alt=""><figcaption></figcaption></figure>

  <figure><img src="/files/Dxxy7OentRruyEoJqNMs" alt=""><figcaption></figcaption></figure>

### **Data Sync Behavior**

Once your integration is complete:

* **Newly created donations, customers, and items** will automatically sync to QuickBooks.
* **Data created before integration** will not sync retroactively.

***

### **Error Handling**

If you encounter an error message like the one below:

<figure><img src="/files/O4DksHEjOuVPNkrMNyng" alt=""><figcaption></figcaption></figure>

Don’t worry — this simply means your QuickBooks connection needs to be refreshed.\
Click **Reauthorize** to restore your connection.

In rare cases, if further action is needed, the system will notify you when user intervention is required.


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