Connect to HelpYouSponsor
Last updated
Last updated
When you have a Company registered in QuickBooks, in order to connect HelpYouSponsor account to your Company.
In HelpYouSponsor, go over to the Integrations Tab in the Account settings
Then move over to the Integrations tab
When you have a Company registered in QuickBooks, to connect your HelpYouSponsor account to your Company, follow these steps:
In HelpYouSponsor, navigate to the Integrations by clicking on "Account Settings" in the main menu and clicking on the "Integrations" tab
Click the "Sign in to QuickBooks" on the QuickBooks card and you'll be taken through a process to choose the Company name that you want to connect your HelpYouSponsor account.
Once you have signed in, then the toggle will show that you have signed in
When you choose to authorize with QuickBooks, you also need to select the donor form that you want to use. This will be the form on which the details coming from QuickBooks will be filled into.