1.Detect new donation event
Integrate Harness to capture the new donation event and prepare values for receipt line calculations.
Create sales receipt and update donor record in accounting
Automatically monitor new donation events across Harness and QuickBooks Online. Create and update when donation captured, donation event created, or new donation postedβso you can create sales receipts, update donor records, and record fee line items without manual reconciliation.
How this automation creates accurate donation receipts
When new donation events hit but details stay scattered, reconciliation slows and acknowledgements risk being inaccurate. This automation runs JavaScript to calculate receipt lines and updates QuickBooks Online customers while creating sales receiptsβso your team can close the loop faster.
Harnessor swap with your favorite app
2.Calculates receipt line items
Integrate Code by Zapier, payment data, and accounting mapping tools to compute receipt lines, negative fees, and product codes.
Code by Zapieror swap with your favorite app
3.Finds or creates donor customer
Integrate QuickBooks Online and customer matching to find or create the customer by email and return the customer ID.
QuickBooks Onlineor swap with your favorite app
4.Updates customer and creates receipt
Integrate QuickBooks Online and receipt posting to update billing details and create the sales receipt with txn dates and references.
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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