Export payments as invoices to Quickbooks

Submitted by: Kathy Gaiser

Current Functionality: Client can export payments from GIFTS Online to an .iif file to be brought into Quickbooks. The payment imports as a value of CHECK into Quickbooks, and only as a CHECK.

Desired Functionality: Client would like to be able to import INVOICES into Quickbooks so that payments can be reviewed before cutting checks. They would like to be able to choose whether or not to import a payment or an invoice when creating the Quickbooks export file in GIFTS Online.

Client Reason: Client's workflow includes presenting checks to be written to a board prior to cutting checks in Quickbooks. Client can only cut checks upon importing .iif file into Quickbooks

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  • Nov 24 2015
  • Reviewed: Voting Open
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