Adding Donors (Customers)

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1. ADVANCED FEATURES

2. Integrations

3. QuickBooks

Adding Donors (Customers)

The Customer Item in QuickBooks is equivalent to the Donors feature in Gratona.

This means that when you have created a new donor in Gratona, it will create a new Customer in QuickBooks.

A similar scenario, when you create a Customer in QuickBooks it will also create a new donor inside the account in Gratona.

Note: Only the username and email address from either the created Customer in QuickBooks or Donor in Gratona will be added during the creation. This also depends on whether you attached the donor form in the QuickBooks Integration.

Below is how to create a donor

New Donor

Also in QuickBooks this is how to create a Customer

Add new customers in QuickBooks Onlinequickbooks.intuit.com