Has anyone successfully used Zapier to integrate/sync Bloomerang and Quickbooks?
Specifically syncing donations, pledges and pledge payments and reconciling with bank deposits?
How do I use Zapier to connect Bloomerang and QuickBooks to transfer donations, pledges, and bank deposits?
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Userlevel 7
+14
- Certified Zapier Expert
- 27637 replies
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1 February 2024
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
Userlevel 1
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?
Userlevel 7
+14
- Certified Zapier Expert
- 27637 replies
-
1 February 2024
- 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:
Userlevel 1
got it. thanks again.
Userlevel 7
+6
- Zapier Staff
- 5246 replies
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2 February 2024
That’s awesome
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