Connect to HelpYouSponsor

1. Accessing the Integration

• Go to the main menu and click Settings → Integrations.

• Locate the QuickBooks card.

  

Click Sign in to QuickBooks to begin the connection process.

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2. Authorizing QuickBooks

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

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.

   
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.

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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.

   
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.

   

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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.

   

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3. Accounting Settings

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

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

  

  
• Class — the class list as configured in your QuickBooks account.

  

  

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.

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Error Handling

If you encounter an error message like the one below:

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.