Overview
Tailored to nonprofits, DonorPerfect and Intuit QuickBooks Online deliver a cloud-based donor management solution that syncs donation transactions with your accounting system to eliminate data entry issues. Provide your nonprofit’s decision-makers with the real-time data they need to manage your fundraising efforts with confidence and clarity.
Benefits
- Easily customize how you send data from DonorPerfect
- Eliminate double data entry of gift information
- Provide a complete and accurate audit trail for financial reporting
- Maintain complete details for donors, gifts, pledges, and communication in DonorPerfect, and sync only needed financial data for accounting
- Link DonorPerfect donors and gifts to QuickBooks customers
Features
QuickBooks Online Plus
- Share access with up to 5 users
- Track project profitability
- Track inventory
- Create and send purchase orders
- Create budgets for income and expenses
- Categorize income and expenses using class tracking
- Track sales and profitability by location
QuickBooks Online Advanced
- Share access with up to 25 users
All of the benefits of QuickBooks Online Plus and more:
- Batch transactions: invoices, checks, expenses, and bills
- Customize access by roles
- Online backup and restore
- Enhanced custom fields
- Automate with reminders and rules
- Budget import from Excel
- Custom chart builder
- Cash flow dashboard
- Revenue streams dashboard
- Google Sheets integration