> For the complete documentation index, see [llms.txt](https://docs.helpyousponsor.com/guides/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.helpyousponsor.com/guides/advanced-features/integrations/quickbooks/connect-to-helpyousponsor.md).
# 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.
***
#### **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.
***
### **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**.
***
#### **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**.
***
#### **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.
***
### **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.
---
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