Raiser's Edge and Quickbooks

Options
Mara Johnson
Mara Johnson
Seventh Anniversary First Comment
in Blackbaud Raiser's Edge NXT®: General Discussion
Does anyone know if RE and Quickbooks can talk to each other?


Thank you,


Mara
Tagged:

Comments

  • Jennifer Sklener
    Jennifer Sklener
    Seventh Anniversary First Comment Activity: First Reply Facilitator Level 1
    Please specify which version of QB you are using. There is quite a difference between the online and desktop versions.
  • Mara Johnson
    Mara Johnson
    Seventh Anniversary First Comment
    We are currently using Premier 2016.
  • Cindy Dawson
    Cindy Dawson
    Eighth Anniversary First Comment

    Mara Cosgrove:

    Does anyone know if RE and Quickbooks can talk to each other?


    Thank you,


    Mara

    I am also interested if anyone else uses Raiser's Edge and Quickbooks Pro (desktop version) for accounting.

     

  • Aimee Snyder
    Aimee Snyder
    Ninth Anniversary 10 Comments 5 Likes

    Mara - we have QB 2014 and haven't had any luck with getting it to talk to RE.  We did purchase Transaction Pro Importer 6.0. That was the best thing we have ever done! We export whatever we need to enter into QB- into Excel, format a little bit, designate account numbers for gifts, then use Transaction Pro to import them all at once.  The worst part (after learning how to set it up), is that we need to match on Constituent NAME, so every once in awhile I have an exception because the names aren't identical (Aimee Snyder vs. Aimee K. Snyder), so I need to go back in to adjust.  Still way easier than manually entering.  ~ Aimee

     

  • Cindy Dawson
    Cindy Dawson
    Eighth Anniversary First Comment

    Aimee,

    Thank you much for your
    reply!!

    It's so hard for me to
    believe that RE can't talk with other programs.  I guess they
    have designed to use specifically with their own product, Financial
    Edge.



    I do appreciate your
    input!!



    Cindy



    --
















    Cindy Harris Dawson
    Executive
    Director

    Advancement and Cleveland State
    Foundation

    Cleveland State Community
    College
    3535 Adkisson Drive | Cleveland, TN
    37320

    Office 423-614-8703 |
    Mobile 423-779-2232     | www.clevelandstatecc.edu




    Did you
    attend or graduate from Cleveland State?  Thanks for taking a
    moment to update your alumni contact info
    at     www.clevelandstatecc.edu/alumni 


















    my-cscc-logo-color-email.png
  • Mara Johnson
    Mara Johnson
    Seventh Anniversary First Comment

    Aimee,

     

    Thank you so much for your insight!  I am
    going to share this information with our accounting office and see
    what they think, we have been looking for something for a long time
    now!

     

    Appreciate your response!!

     

    Thank you,


    Mara Cosgrove

    Philanthropy Director

    Fort Collins Habitat for Humanity

    4001 S. Taft Hill Road, Fort Collins 80526, 970-488-2603 (O),
    970-829-7405 (cell)

    mcosgrove@fortcollinshabitat.org | www.fortcollinshabitat.org


    1507648746476_PastedImage

    Building homes, communities and hope.


    "It is not how much we give, but how much love we put into
    giving."

    -Mother Theresa

     

  • Duane Waite 3
    Duane Waite 3
    Eighth Anniversary 25 Likes 10 Comments Photogenic
    Two and a half years late, but just in case it might be helpful:

    Our accounting department uses Quickbooks and (despite my pleadings) has no desire to use Financial Edge. But we came up with the idea of populating the Gift Code field in the Gift's Miscellaneous tabs with our QBX codes. I created a table of the codes along with their plain language explanations. Whenever we enter a gift, we populate the Gift Code field with its proper QBX code. It's not ideal, but it makes it easier to reconcile RE with QBX when you can break the task down by Fund and Appeal type.
  • Mhairi Murray
    Mhairi Murray
    Ninth Anniversary 10 Comments Photogenic Name Dropper
    Duane, 

    Thanks so much! And your answer came at the perfect time for me! Definitely going to try this. 

Categories