Overview

QuickBooks Online is a cloud‑based accounting software by Intuit that enables businesses — including nonprofits using DonorPerfect — to manage financials, track expenses, post donations/gifts and maintain accurate books without manual data duplication. Integrated with DonorPerfect, it lets organizations sync donation transactions, bank information, and general ledger entries, giving real‑time visibility into financials while preserving donor data separately.

Features and Capabilities

• General Accounting & Ledger Management: QuickBooks Online supports full general ledger workflows — income, expenses, bank accounts, journal entries.
• DonorPerfect Integration: Enables automatic posting of donations/gifts from DonorPerfect into QuickBooks, eliminating manual double data entry.
• Flexible Transaction Posting: Gifts can be posted as individual entries, daily summaries, or monthly summaries; supports mapping to bank accounts, income accounts, classes.
• User & Role Management (for Plus/Advanced plans): Multi‑user access — up to 5 users (Plus) or 25 users (Advanced); customizable role-based permissions.
• Budgeting, Project & Profitability Tracking (Plus plan): Ability to create/send purchase orders, track project profitability, categorize income/expenses via class tracking, manage location-based sales/profits.
• Advanced Features (Advanced plan): Batch transaction processing (invoices, checks, expenses, bills), custom fields, automation with reminders/rules, Excel budget import, custom chart builder, dashboards (cash flow, revenue), integration with Google Sheets.
• Mobile and Remote Access: Being cloud-based, accessible via browser on PC, tablet, smartphone — enabling flexible accounting from anywhere.
• Audit Trail & Reporting: Maintains accurate audit trail for financial reporting; seamless reconciliation of donations/gifts and accounting data.