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Bloomerang + QuickBooks Online + Formatter by Zapier

Create sales receipts in QuickBooks Online for new transactions of split payments in Bloomerang

Create individual Sales Receipts in QuickBooks Online for each donation, recurring donation payment, or pledge payment within a split payment in Bloomerang.

Create individual Sales Receipts in QuickBooks Online for each donation, recurring donation payment, or pledge payment within a split payment in Bloomerang.

  1. When this happens...
    BloomerangBloomerang
    New Transaction Payment

    Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.

    TriggerScheduled
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

    ActionWrite
  3. then do this!
    QuickBooks OnlineQuickBooks Online
    Create Sales Receipt

    Triggered when a new sales receipt is added (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Type

    Trigger
    Scheduled
    Try It
    • Channel

    • Purpose

    • Include Constituent’s cumulative giving history?

    • Include Constituent’s Household information?

    Trigger
    Scheduled
    Try It
    • Type

    • Minimum Amount

    • Maximum Amount

    Trigger
    Scheduled
    Try It
    • Type

    • Include Constituent’s cumulative giving history?

    • Include Constituent’s Household information?

    Trigger
    Scheduled
    Try It
  • Bloomerang triggers, actions, and search

    New Transaction Payment

    Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.

    Trigger
    Scheduled
    Try It
    • Channel

    • Purpose

    • Constituent

    • User

    Trigger
    Scheduled
    Try It
    • Type

    • Include Constituent’s cumulative giving history?

    • Include Constituent’s Household information?

    Trigger
    Scheduled
    Try It
    • TypeRequired

    • Suffix

    • Informal Name

    • Formal Name

    • Envelope Name

    • Recognition Name

    • Gender

    • Birthdate

    • Employer

    • Job Title

    • Facebook Page

    • Twitter Handle

    • LinkedIn Page

    • Website

    • Preferred Communication Channel

    • Communication Restrictions

    • Email Interest Type

    • Custom Email Interests

    • Primary Address Type

    • Primary Address Street

    • Primary Address City

    • Primary Address State

    • Primary Address Postal Code

    • Primary Address Country

    • Primary Email Type

    • Primary Email

    • Primary Phone Type

    • Primary Phone

    • Primary Phone Extension

    • Household

    Action
    Write
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About Bloomerang

Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices for donor engagement and retention.
Learn more

Related categories

  • Fundraising
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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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