Has anyone successfully used Zapier to integrate/sync Bloomerang and Quickbooks?
Specifically syncing donations, pledges and pledge payments and reconciling with bank deposits?
Best answer
How do I use Zapier to connect Bloomerang and QuickBooks to transfer donations, pledges, and bank deposits?
Best answer by Troy Tessalone
Sometimes the best way to know is to try to configure and test the Zap steps.
Sometimes app APIs have to be used to perform certain actions:
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+14- Zapier Orchestrator & Solution Partner
Hi
Check out the available Zap triggers/actions for each app:
Bloomerang: https://zapier.com/apps/bloomerang/integrations#triggers-and-actions
QBO: https://zapier.com/apps/quickbooks/integrations#triggers-and-actions
If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts
thanks for that. very helpful.
a more complex question is if you can cause bloomerang pledges to be entered into qbo as an accounts receivable amount and then keep track of changes to this amount as pledge payments are made?
+14- Zapier Orchestrator & Solution Partner
- Answer
Sometimes the best way to know is to try to configure and test the Zap steps.
Sometimes app APIs have to be used to perform certain actions:
+6- Zapier Staff
That’s awesome
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