Connecting QuickBooks
- Go to Settings > Integrations > QuickBooks.
- Click Connect QuickBooks Online. You will be redirected to Intuit's authorization page.
- Sign in to your QuickBooks account and grant SteepleOS read/write access.
- Once connected, configure your account mappings.
Account Mapping
Map SteepleOS giving funds to QuickBooks income accounts:
- General Tithe might map to "4000 - Contribution Income".
- Building Fund might map to "4100 - Designated Gifts".
- Missions Fund might map to "4200 - Missions Income". Configure these mappings under Settings > Integrations > QuickBooks > Fund Mapping.
Syncing Donations
Once mapped, SteepleOS syncs completed donations to QuickBooks as sales receipts or journal entries on a daily basis.
- Each sync batch is logged under Admin > Integration Logs so you can audit what was sent.
- Failed syncs are flagged with an error message and can be retried manually.
Reconciliation Tips
- Run a monthly reconciliation by comparing the SteepleOS Giving > Summary report with your QuickBooks income report.
- Use the Date Range filter to match the exact period.
- Discrepancies usually stem from refunds or chargebacks processed in Stripe but not yet synced. Check the integration log for pending items.