Wild Apricot QuickBooks Manager (WAQM)

Wild Apricot QuickBooks Manager (WAQM)

Wild Apricot QuickBooks Manager is a ready-made, configurable Integromat scenario that automates exporting Wild Apricot invoices into QuickBooks desktop and QuickBooks Online.

The Wild Apricot QuickBooks Manager requires a “Basic” tier Integromat account as well as a general understanding of your Wild Apricot database and QuickBooks setup. Configuration requires absolutely no programming!

The Wild Apricot QuickBooks Manager enables any Wild Apricot administrator to:

  • export a range of invoices into QuickBooks IIF format into the US and Canadian versions of QuickBooks
  • import historical invoices and donation payments into QuickBooks or QuickBooks Online
  • include one or more taxes applied to an invoice
  • map membership invoices, online store, event, manual invoices and donation payments into separate QuickBooks subaccounts and classes
  • create event-specific imports by mapping events with event tags into QuickBooks subaccounts
  • customize what is included in the IIF file (e.g. transaction, contact or invoice details)
  • automate scheduled exports, delivered to online storage and/or emailed to your bookkeeper or accountant, daily, weekly or monthly.
  • up to 1000 invoices with 2 line items per invoice can be exported per monthly basis using the “Basic” tier of Integromat
  • integrate real time and scheduled invoice and customer sync with QuickBooks Online
  • There is a one time configuration and consulting fee of $399.
  • NOTE: Payment exports are only supported for donations.