Create sales receipts in QuickBooks Online for new NeonCRM donations
Effortlessly track and manage your nonprofit's donations with this seamless NeonCRM to QuickBooks Online workflow. When a new donation is logged in NeonCRM, a sales receipt will be created in QuickBooks Online, ensuring accurate financial records and saving your organization time and effort. Stay organized and focus on the mission, while the automation takes care of your accounting needs.
Effortlessly track and manage your nonprofit's donations with this seamless NeonCRM to QuickBooks Online workflow. When a new donation is logged in NeonCRM, a sales receipt will be created in QuickBooks Online, ensuring accurate financial records and saving your organization time and effort. Stay organized and focus on the mission, while the automation takes care of your accounting needs.
- When this happens...New Donation
Triggers when a new donation is created.
- automatically do this!Create Sales Receipt
Triggered when a new sales receipt is added (with line item support).
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New Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try ItAccount TypeRequired
Middle Name
Preferred Name
Suffix
Salutation
Title
Department
Deceased
Email 1
Email 2
Email 3
Gender
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
Address Type
Fax Number
Fax Type
Phone 1
Phone 1 Type
Phone 2
Phone 2 Type
Phone 3
Phone 3 Type
URL
Source
Send System Email
No Solicitation
Account IDRequired
Middle Name
Preferred Name
Salutation
Title
Department
Email 1
Fax Number
Phone 1
Phone 2
Phone 3
Source
Send System Email
Do Not Contact
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
Account IDRequired
Amount (in USD)Required
Donation Date/TimeRequired
StatusRequired
Campaign
Fund
Purpose
Source
Solicitation Method
Send Acknowledgement Email
AnonymousRequired
Tender TypeRequired
Account IDRequired
Middle Name
Preferred Name
Salutation
Title
Department
Email 1
Fax Number
Phone 1
Phone 2
Phone 3
Source
Send System Email
Do Not Contact
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country