> For the complete documentation index, see [llms.txt](https://docs.anedot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.anedot.com/integrations/ecommerce-financial-membership/quickbooks-online.md).

# QuickBooks Online

Connect Anedot to QuickBooks Online to sync donation data, including setup, fund mapping, data relays, and how donors appear in your accounting records.

> For the complete documentation index, see [llms.txt](https://anedot.gitbook.io/anedot-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://anedot.gitbook.io/anedot-docs/integrations/ecommerce-financial-membership/quickbooks-online.md).

## QuickBooks Online

QuickBooks Online is a cloud-based accounting software that streamlines bookkeeping, donor management, and financial reporting for your organization.

### Connect Anedot to QuickBooks Online

1. Go to **Settings** → **Integrations** → **Directory** in your Anedot fundraising account.
2. Click the blue **+ New Connection** button in the top-right corner.
3. Select **QuickBooks** from the integration directory.
4. Choose which **Action Pages** you want to sync.
   1. By default, all Action Pages will be included.
   2. To exclude pages, enter a comma-separated list of Action Page IDs.
5. Optionally, restrict the sync to a specific **Team**.
6. Click **Save** to proceed.
7. **Authorize** the Connection
   1. You’ll be redirected to log in to your QuickBooks Online account.
   2. After login, select your **Company** and click **Next**.
   3. You’ll be redirected back to Anedot with a confirmation that the connection is complete.

> Note: You can update Action Pages and Teams at any time. To change the connected Company, you must create a new QuickBooks integration from scratch.

### Data Relays

* **Supported Pages**: Relays are sent only for **financial transactions** submitted through **Donation Pages** and **Event Pages**.

*Note: Non-financial submissions—such as free registrations on Event Pages or entries collected through Lead Pages—are not relayed.*

* **Included Data**: Only **donor contact details** and **donation amounts** are relayed. **Transfers and fees** are not included. **Custom field data** is not supported.
* **How It Works**:
  * Anedot performs a **“Find or Create User”** check before each relay.
    * If the donor exists in QuickBooks, the **Donation Submission** is relayed.
    * If not, Anedot first relays the necessary information to **create a new customer**, then relays the donation.
* **Where to View Donations in QuickBooks**:
  * **Sales → All Sales**: View relayed donations.
* **Accounting → Chart of Accounts → Undeposited Funds**: Donations appear here by default unless customized.

### View Donors in QuickBooks

To view relayed donors (as “Customers” in QuickBooks):

* Go to **Sales → Customers**,
* Or use the side menu and select **Customers & leads**.

### Field Mapping

The Anedot Fields match the Submission's Raw Data, and the QuickBooks fields match the Request Body relay.

#### Create User Fields

| Anedot Field                                                    | Quickbooks Field                                                                |
| --------------------------------------------------------------- | ------------------------------------------------------------------------------- |
| title                                                           | Title                                                                           |
| suffix                                                          | Suffix                                                                          |
| address {city} {line1} {line2} {country} {postalCode} {region } | BillAddr {City} {Line1} {Line2} {Country} {PostalCode} {CountrySubDivisionCode} |
| firstName                                                       | GivenName                                                                       |
| lastName                                                        | FamilyName                                                                      |
| middleName                                                      | MiddleName                                                                      |
| "\[firstName] \[middleName] \[lastName] \[email]"               | DisplayName                                                                     |
| phone                                                           | PrimaryPhone {FreeFormNumber}                                                   |
| email                                                           | PrimaryEmailAddr {Address}                                                      |
| "firstName middleName lastName"                                 | PrintOnCheckName                                                                |

#### Donation Fields

| Anedot Field                                                | Quickbooks Field                  |
| ----------------------------------------------------------- | --------------------------------- |
| amount (x100)                                               | Amount                            |
| "SalesItemLineDetail"                                       | DetailType                        |
| "Anedot Donation \[Donation id]"                            | Description                       |
| created\_at (date only)                                     | SalesItemLineDetail {ServiceDate} |
| created\_at (date only)                                     | TxnDate                           |
| Customer {Id} (from Response Body - User Found/Create User) | CustomerRef {value}               |

*\*Custom Hidden Fields must be added to the Action Pages in order to be relayed.\*\*UTM Campaign can be added to the Page URL in the Action Page Builder.*

### Payload Data

#### **Request Headers**

```
{ }
```

#### **Request Body**

#### Find User

```json
{  "query": "select * from Customer where PrimaryEmailAddr = 'admin@anedot.com'"}
```

#### Create User

```json
{  "Title": null,  "Suffix": null,  "BillAddr": {    "City": "New Orleans",    "Line1": "1340 Poydras St",    "Line2": null,    "Country": "USA",    "PostalCode": "70112",    "CountrySubDivisionCode": "LA"  },  "GivenName": "Ann",  "FamilyName": "Dot",  "MiddleName": "E",  "DisplayName": "Ann E Dot admin@anedot.com",  "PrimaryPhone": {    "FreeFormNumber": "2255555555"  },  "PrimaryEmailAddr": {    "Address": "admin@anedot.com"  },  "PrintOnCheckName": "Ann E Dot"}
```

#### Donation Relay

```json
{  "Line": [{    "Amount": 123.0,    "DetailType": "SalesItemLineDetail",    "Description": "Anedot Donation d86691264b5db78fa59f9",    "SalesItemLineDetail": {      "ServiceDate": "2023-05-17"    }  }],  "TxnDate": "2023-05-17",  "CustomerRef": {    "value": "234"  }}
```

#### **Response Body**

#### User Not Found

```json
{  "time": "2023-05-17T16:05:31.157-07:00",  "QueryResponse": {}}
```

#### User Found

```json
{  "time": "2023-05-18T08:34:14.317-07:00",  "QueryResponse": {    "Customer": [{      "Id": "74",      "Job": false,      "Active": true,      "domain": "QBO",      "sparse": false,      "Balance": 0,      "Taxable": true,      "BillAddr": {        "Id": "208",        "City": "denham springs",        "Line1": "777 test st",        "Country": "USA",        "PostalCode": "99999",        "CountrySubDivisionCode": "LA"      },      "MetaData": {        "CreateTime": "2022-08-16T17:30:36-07:00",        "LastUpdatedTime": "2022-08-16T17:30:36-07:00"      },      "GivenName": "annie",      "IsProject": false,      "SyncToken": "0",      "FamilyName": "Dot",      "CurrencyRef": {        "name": "United States Dollar",        "value": "USD"      },      "DisplayName": "annie Dot admin@anedot.com",      "PrimaryPhone": {        "FreeFormNumber": "2252501301"      },      "V4IDPseudonym": "00209850ba6b576ae84a5fa61e6439aad0a74c",      "BillWithParent": false,      "ClientEntityId": "0",      "BalanceWithJobs": 0,      "PrimaryEmailAddr": {        "Address": "admin@anedot.com"      },      "PrintOnCheckName": "annie Dot",      "FullyQualifiedName": "annie Dot admin@anedot.com",      "PreferredDeliveryMethod": "Print"    }],    "maxResults": 1,    "startPosition": 1  }}
```

#### Create User

```json
{  "time": "2023-05-17T16:05:31.275-07:00",  "Customer": {    "Id": "234",    "Job": false,    "Active": true,    "domain": "QBO",    "sparse": false,    "Balance": 0,    "Taxable": true,    "BillAddr": {      "Id": "1234",      "City": "New Orleans",      "Line1": "1340 Poydras St",      "Country": "USA",      "PostalCode": "70112",      "CountrySubDivisionCode": "LA"    },    "MetaData": {      "CreateTime": "2023-05-17T16:05:31-07:00",      "LastUpdatedTime": "2023-05-17T16:05:31-07:00"    },    "GivenName": "Ann",    "IsProject": false,    "SyncToken": "0",    "FamilyName": "Dot",    "MiddleName": "E",    "CurrencyRef": {      "name": "United States Dollar",      "value": "USD"    },    "DisplayName": "Ann E Dot admin@anedot.com",    "PrimaryPhone": {      "FreeFormNumber": "2255555555"    },    "BillWithParent": false,    "BalanceWithJobs": 0,    "PrimaryEmailAddr": {      "Address": "admin@anedot.com"    },    "PrintOnCheckName": "Ann E Dot",    "DefaultTaxCodeRef": {      "value": "2"    },    "FullyQualifiedName": "Ann E Dot admin@anedot.com",    "PreferredDeliveryMethod": "Print"  }}
```

#### Donation Relay

```json
{  "time": "2023-05-17T16:05:31.470-07:00",  "SalesReceipt": {    "Id": "1386",    "Line": [{      "Id": "1",      "Amount": 123.0,      "LineNum": 1,      "DetailType": "SalesItemLineDetail",      "Description": "Anedot Donation d86691264b5db78fa59f9",      "SalesItemLineDetail": {        "ItemRef": {          "name": "Services",          "value": "1"        },        "TaxCodeRef": {          "value": "NON"        },        "ServiceDate": "2023-05-17",        "ItemAccountRef": {          "name": "Services",          "value": "1"        }      }    }, {      "Amount": 123.0,      "DetailType": "SubTotalLineDetail",      "SubTotalLineDetail": {}    }],    "domain": "QBO",    "sparse": false,    "Balance": 0,    "TxnDate": "2023-05-17",    "BillAddr": {      "Id": "1234",      "City": "New Orleans",      "Line1": "1340 Poydras St",      "Country": "USA",      "PostalCode": "70112",      "CountrySubDivisionCode": "LA"    },    "MetaData": {      "CreateTime": "2023-05-17T16:05:31-07:00",      "LastUpdatedTime": "2023-05-17T16:05:31-07:00"    },    "TotalAmt": 123.0,    "DocNumber": "2279",    "SyncToken": "0",    "CurrencyRef": {      "name": "United States Dollar",      "value": "USD"    },    "CustomField": [{      "Name": "Crew #",      "Type": "StringType",      "DefinitionId": "1"    }],    "CustomerRef": {      "name": "Ann E Dot admin@anedot.com",      "value": "234"    },    "EmailStatus": "NotSet",    "PrintStatus": "NeedToPrint",    "ShipFromAddr": {      "Id": "1513",      "Line1": "123 Sierra Way",      "Line2": "San Pablo, CA  87999 US"    },    "TxnTaxDetail": {      "TotalTax": 0    },    "DepositToAccountRef": {      "name": "Undeposited Funds",      "value": "4"    },    "ApplyTaxAfterDiscount": false  }}
```

***


---

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