HubSpot for Nonprofits

HRubin
参加者 | Elite Partner
参加者 | Elite Partner

Solved! Track multiple donation sources in HubSpot and push to QuickBooks Online

Bottom Line Up Front: Tracking donations is a doozy. We made it easy.
 
We created a custom integration that creates a deal anytime a donation is made in an external platform (in this case, WooCommerce and iDonate). It then transfers the donation/deal, along with its line item, over to Quickbooks Online to create a sales receipt. It even sorts out the "class" in QBO for accounting purposes and can account for donations that come in from 401ks, designated giving funds, or company donations!
 
It's a monster piece of custom automation, but it's sure to be a huge win for Nonprofits using HubSpot. Happy to talk more details if anyone has questions!
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nicmiller
参加者

Solved! Track multiple donation sources in HubSpot and push to QuickBooks Online

If you're not yet familiar with our native Fundraise Up <> HubSpot integration, let's look at it together -- would solve problems for all parties.

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