Donations (Sales Receipt)
Updated 2 months ago
Gratona donations create QuickBooks Online sales receipts when the program sync direction allows outbound donation sync and both a customer and a service item resolve.
A sales receipt is created on the linked customer and uses the donation amount plus the service item for that gift. Recipient donations use the recipient service item. Gifts that are not tied to a recipient service item use the default additional-gift item or a designation override. Configure those settings in Map donations, designations, accounts, and classes.
Refunded and non-positive donations are skipped. The integration does not automatically create QuickBooks refunds or voids for them.
Data created before the integration does not sync retroactively. Connect and validate with a controlled first sync in Connect Gratona to QuickBooks Online. For the full object model, see QuickBooks Online integration overview.
If a donation does not create a sales receipt, see Troubleshoot QuickBooks synchronization.