Package Description
Post Rock financial batches straight into QuickBooks Online as journal entries, with no file exports to download and re-import.
Each batch's transactions are summarized by the QuickBooks account each Rock financial account is mapped to: one credit line per income account, with a balancing debit line per debit account. The finished journal entry is sent directly to your QuickBooks company over Intuit's Accounting API, and the batch is marked as posted in Rock.
Features
- Post one batch from the Batch Detail page, or select many on the QuickBooks Export page and post them together
- Map each Rock financial account to a QuickBooks credit account, debit account, class and location
- Optional transaction fee posting, configured per financial gateway
- Full or no grouping of journal lines, with Lava templates for the journal memo and line descriptions
- Duplicate check that warns before posting a batch QuickBooks already has an entry for
- QuickBooks accounts, classes and locations synced into Rock, so mappings are picked from lists
- Every post recorded in the batch's audit log, including the QuickBooks journal entry number
Requirements and limitations
- Rock 17.6.1 or later.
- A QuickBooks Online company. QuickBooks Desktop is not supported.
- Your church registers its own free Intuit developer app and completes Intuit's production questionnaire before posting to a live company. This keeps your QuickBooks credentials on your own Rock server. The documentation walks through every step.
- Posting is by API only; there is no file-export option.
- Class and location tracking require QuickBooks Online Plus or Advanced.
What it installs
Two pages (QuickBooks Export, and the QuickBooks Online settings page under Installed Plugins), three blocks placed automatically including on the core Batch Detail page, and attributes on Financial Accounts, Financial Gateways and Financial Batches.