Connect and sync in under five minutes
Every payout categorized by campaign and fund automatically
Keep 100% of every dollar — integration is completely free
Go to your Zeffy dashboard, navigate to Finances, and click the QuickBooks tab. Click "Connect to QuickBooks," sign in with your QuickBooks credentials, and authorize the connection. No developer needed.
Select the bank account where your Zeffy payouts land. This tells QuickBooks which account to look for your Zeffy deposits in.
Assign each Zeffy campaign or fund to the right QuickBooks income account, class, or product/service. This tells QuickBooks how to categorize every future payout. You only need to do this once.
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Every payout arrives in QuickBooks already broken down by campaign and fund. Your treasurer opens the deposit, clicks "Match," and reconciliation is done.
Zeffy's QuickBooks integration automatically categorizes every payout by campaign, fund, and income amount.
Every time Zeffy sends a payout to your bank, the breakdown is pushed to QuickBooks automatically, mapped to the accounts, classes, and products/services you chose during setup. Your treasurer opens the deposit in QuickBooks, sees everything already sorted, clicks "Match," and moves on.
The integration syncs future payouts from the date you connect. It supports one-way sync from Zeffy to QuickBooks, so your Zeffy data flows into QuickBooks without any risk of overwriting your books. Most organizations are fully set up in under five minutes.
And it's completely free. Other platforms charge $17 to $29 a month for QuickBooks sync. At Zeffy, connecting your data to the tools you already use is always free.
Other fundraising platforms lock QuickBooks integrations behind paid plans. Zeffy's QuickBooks integration is completely free: no subscription, no hidden costs, no per-transaction charges. We stay free thanks to optional tips from donors. Nonprofits keep 100% of what they raise, and there are no platform, transaction, or credit card fees.
Yes. Connect your QuickBooks account in Zeffy, map your campaigns, and you're done. Every future payout syncs automatically, broken down by campaign and fund. Most orgs are set up in under five minutes.
Connect QuickBooks in your Zeffy settings, pick your bank account, and map each campaign to the right QuickBooks account. Every payout arrives already sorted. Your treasurer just clicks "Match" to reconcile.
Yes. No subscription, no hidden costs, nothing extra. Other platforms charge $17 to $29 a month for QuickBooks sync. At Zeffy, connecting your data to the tools you already use is completely free. We don't charge platform fees, transaction fees, or credit card fees. You keep 100% of every dollar raised.
The integration syncs future payouts from the date you connect. Past payouts won't sync retroactively.
Not yet. Refunds need to be recorded manually in QuickBooks for now.
The sync is one-way, from Zeffy to QuickBooks. To make corrections, edit directly in QuickBooks using journal entries.
Your data stays safe. The sync runs over a secure connection and only flows one way, from Zeffy to QuickBooks. Nothing external can modify your Zeffy data.
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