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Looking at integrating DW with Quickbooks desktop version but had a few questions before doing it: Does Quickbooks Desktop and the Donorwise database have to be on the same machine? (We have an accounting firm doing QB so our company file is on another machine.) Are there any confirmation steps that...
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We are in the long process of setting up Donorwise for our organization. We use classes in QuickBooks and are connecting them to Responsibility Centers in Donorwise. My question is in regard to Designations. Let's assume we have a field worker, "Bob Parr" who starts a ministry called "Incredibles...
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I am trying to set up Donorwise and am beginning to feel like the survivor of the last horror movie just waiting for something lurking around the corner to jump out and get me. My confusion in the setup process is "Integrated GL (general ledger) Options" and "Defining Accounts and Responsibility...
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DonorWise Community and Support, We are looking for BEST PRACTICES for the following scenarios with managing staff accounts within classes in Quickbooks online: How to deduct the general overhead expenses (10-15%) for HR, work comp and payroll expenses from their Quickbooks online class/staff account...
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KJ, Did you figure out how well Donorwise works with Quickbooks Online? I am guessing that Quickbooks Online must have an import for a batch of transactions. -Scott