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DonorDock + QuickBooks Online

Find customers and create sales receipts in QuickBooks Online for new DonorDock gifts

Whenever your organization receives a new gift in DonorDock, this integration will search for them in QuickBooks Online. If they're not found, a customer will be created. Then, a sales receipt will be created for the gift automatically. This template can be completely customized to fit your organization's specific needs.

Whenever your organization receives a new gift in DonorDock, this integration will search for them in QuickBooks Online. If they're not found, a customer will be created. Then, a sales receipt will be created for the gift automatically. This template can be completely customized to fit your organization's specific needs.

  1. When this happens...
    DonorDockDonorDock
    New Gift Created

    Triggers when a new gift is created.

    TriggerScheduled
  2. automatically do this...
    QuickBooks OnlineQuickBooks Online
    Find or Create Customer

    Finds or creates a specific customer v2.

    ActionSearch or write
  3. then do this!
    QuickBooks OnlineQuickBooks Online
    Create Sales Receipt

    Adds a new sales receipt (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
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donordock logo

About DonorDock

DonorDock is a CRM designed for small nonprofits that helps you raise more money in less time.

Related categories

  • CRM (Customer Relationship Management)
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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn more

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