Panorama Donor Management QuickBooks Online Configuration (VIDEO)

NOTE: To configure your Donor Management with QuickBooks, you will need to first activate your accounting. If you have not already done so, please click here for help.

Once Account & Funds have been activated you will go to Settings > Financial and Accounting, and click on "Configure Panorama to work with QuickBooks".

Then Select Configure QuickBooks Online.

Before You Begin

In this process you will be authenticating your QuickBooks account, linking your QuickBooks accounts, importing your QuickBooks accounts into Panorama, importing your QuickBooks classes into GiftWorks, and selecting additional QuickBooks posting options.

Before you begin, you need to understand how your QuickBooks accounts and classes are set up, and how they relate to your Panorama donations and funds.

Step 1. Authenticate QuickBooks: Select Connect to QuickBooks,

In the authentication popup, please enter your QuickBooks username  and click "Sign In".

Step 2. Link Giftworks accounts to your QuickBooks accounts

Step 3. Select any QuickBooks accounts you would like to add to Panorama Donor Management, and click "Save"

Step 4. Link your QuickBooks Classes to Panorama.

Step 5. Manage your Funds and assign their Accounts for QuickBooks

Step 6. QuickBooks Options: Here you will choose how to display your constituents and billing addresses. Click "Save"

Quickbooks Configuration from FrontStream on Vimeo.