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  • How do I use Zapier to connect Bloomerang and QuickBooks to transfer donations, pledges, and bank deposits?

Has anyone successfully used Zapier to integrate/sync Bloomerang and Quickbooks?

 

Specifically syncing donations, pledges and pledge payments and reconciling with bank deposits?

 

Hi @tjm1861 

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?

@tjm1861 

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:

 

 

 

 

got it.  thanks again.

 

That’s awesome @tjm1861 ! A huge thanks to Troy for lending a hand here.

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

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