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1. #Microsoft project online sync with quickbooks code#
2. #Microsoft project online sync with quickbooks password#

Notification Email: The email address to be notified of any exceptions or other sync errors.

This account will be used as the designation for any Gift (or portion of a Gift) that does not have a Project specified in Virtuous. There, you will see a message inviting you to connect to Quickbooks.ĭefault Income Account: Select a Bank Account in Quickbooks that should be used for all donation data.ĭefault Project Account: Select a Revenue or Income Account to be used as a Default in Quickbooks.

#Microsoft project online sync with quickbooks password#

There, you can log in with the same username and password you use to log in to Virtuous CRM. To begin using the sync, you'll need to open a new browser window or tab and navigate to: The QBConnect Sync will look specifically for revenue, or income, accounts when looking to match Project Codes. Because Quickbooks can be configured in numerous ways, with or without Account Codes, Classes, and other identifiers, Virtuous will always look to match Project Codes with Account Names.

#Microsoft project online sync with quickbooks code#

Project Codes are used in this instance because each Project Code in Virtuous must be unique, so they are an ideal unique identifier for your Projects. In particular, the Project Code, which is the unique identifier for each Project in your database, should match up with the account names you are using in Quickbooks. Since Projects are used to track the designation, or use, of money received, they should align with the GL accounts you track for accounting purposes. The connective tissue between Virtuous and your Quickbooks data will be your Projects. Organizations using Quickbooks Online can use the Virtuous QBConnect sync tool to sync data from Virtuous to Quickbooks. You can sync data with with Quickbooks Desktop by exporting data in IIF files and then importing that data to Quickbooks, which you can learn more about in this support article. Quickbooks is a popular choice as accounting systems go, with two main versions: Quickbooks Online and Quickbooks Desktop. But there is far more to your organization's financial picture than just donations received, which is why you'll need to maintain a separate accounting system. Virtuous is an excellent CRM system that enables you to track your donors' history, generate and send donation receipts, and manage communication with donors to build lasting relationships.