financeManager reconciles donations to QuickBooks Online in seconds.

financeManager Features 1. Automatically map Stripe payouts to your donation payments in Salesforce Eliminate the tedious work of matching consolidated Stripe payouts to your bank account with donations in your CRM.

2. Generate consolidated bank deposits Create consolidated bank deposits with donors’ credit card, cash or cheque donations in Salesforce.

3. Push consolidated bank deposits to QuickBooks Online Sync your CRM and accounting system by pushing itemized or consolidated bank deposits from Salesforce to QuickBooks Online.

4. Integrate with Nonprofit Success Pack (NPSP) and fundraisingManager CRM financeManager uses both NPSP and fundraisingManager CRM to extend the Salesforce ecosystem and your gift-recording capabilities.

Turn static files into dynamic content formats.

Create a flipbook

financeManager reconciles donations to QuickBooks Online in seconds.

Published on Apr 4, 2022

cloudStack Services

https://cloudstackservices.com/fundraising-with-quickbooks-and-salesforce/ Manage time more efficiently Save hours by automatically matching and reconciling consolidated payouts and associated fees from Stripe with your online donations in Salesforce. Manage deposits easier Push consolidated bank deposit records to QuickBooks Online in seconds to reconcile your donations, including fund allocations, in Salesforce with your accounting system and bank accounts. Unified view of giving Streamlining data from fundraisingManager CRM and QuickBooks Online keeps all your donor and other transaction information in one place, giving you a 360-degree view of your contributions and operations. Things Excel spreadsheets can’t do. Increase transparency Updating your accounting system and CRM will allow you to share your numbers with stakeholders, including donors, board, staff and volunteers and to meet financial reporting requirements.

Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.