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.
- When this happens...New Gift Created
Triggers when a new gift is created.
- automatically do this!Create Sales Receipt
Triggers when a new sales receipt is added (with line item support).
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New Badge Added to Contact
Triggers when a new badge is added to a contact record.
Try ItContact Added to Marketing List
Triggers when a contact is added to a marketing list.
Try ItNew Appeal Created
Triggers when a new appeal is created.
Try ItNew Contact Created
Triggers when a new contact is added to DonorDock.
Try It