This article covers only QuickBooks Online. For QuickBooks Desktop, check out our QuickBooks Desktop articles.
What Does QuickBooks Online Do?
QuickBooks Online supports integrating with your bank accounts to upload donations or manually uploading data in a comma-delimited (CSV) formatted file. The 4-column format has a Date, Description, Credit, and Debit column. You can add more transaction info, like the category or payee, after you upload them into QuickBooks Online, on the For Review tab of the Banking page. In addition, QuickBooks Online will enter information automatically if you have set up any banking rules or if QuickBooks Online recognizes the descriptions of your transactions.
Salsa CRM and QuickBooks Online
Salsa CRM enables you to Export financial info in CSV format so that you can upload data to QuickBooks Online. Note: You may need to remove all the columns except for the ones mentioned above, using Fund Name as the Description, for example.
You can import into QuickBooks Online with third-party tools, which import Excel and CSV files from Salsa CRM and converts them into a QuickBooks Online compatible format. The following third-party applications may be suitable for importing content from Salsa CRM to QuickBooks Online:
CRM to QuickBooks Online Demo Using TPI
For information about uploading Salsa CRM data to the desktop version of QuickBooks, check out our QuickBooks documentation.