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The non profit we are working for want to  integrate quickbooks with NPSP .But there are a lot of apps in the app exchange , so thats  a little confusing at this point . Any pointers regarding the best app to use .Currently the fields they are looking for are payments and donations
8 answers
  1. Feb 21, 2021, 2:20 PM
    We offer an integration between SF and QuickBooks, and while this might surprise you, we often recommend Not-for-Profit orgs do not connect the two. I'll explain why.

     

    Most organizations that enquire with us (Breadwinner) want an integration to handle their donations. They want their donation data to be pulled out of QuickBooks and into Salesforce. As we dig deeper into their QuickBooks, we find out that their donation data is aggregated daily distributions from their credit card processor. So a number of donations from people with names and emails is represented in QuickBooks as "Authorize.Net: $647.34" or something like that. There's usually no data that's useful to them there. All the useful data (names, email addresses, individual amounts) never make it to QuickBooks and thus can't be brought into Salesforce.

     

    In the end, most will want to integrate instead with their credit card processor, which WILL have all that rich data.

     

    There are a couple exceptions to the above. If you are a social enterprise, i.e. a charity that operates a bit like a business, and you issue Invoices, then integrating with QuickBooks is often a good idea. And maybe you could accept high-value donations, process them in Salesforce and have that data go into QuickBooks as a Sales Order. But by and large, integrating Salesforce with QuickBooks for donation-focused charities is usually not worth it.

     

    Hope that helps

     

    Stony
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