The flow of sales receipts and transactions can be regulated by a Sync Date.A Transaction is a monetary contribution that one of your Contacts has made.Even if a customer in QuickBooks does not have a sales receipt on file, they will still sync into Kindful. All your active QuickBooks customers will sync into Kindful as contacts. Kindful will only send a Contact to QuickBooks as a Customer if they have a Transaction on their contact history.Ĭan I limit which customers in Quickbooks sync into Kindful?.The sync of this element is not regulated by your Sync Date, and will always remain in a two-way sync. Your entire customer list in QuickBooks will sync into Kindful as Contacts.This can include people who have or have not given. A Contact is anyone that you have stored in your database.The video below provides an overview of what elements sync between Kindful and QuickBooks and how.įor even more information, here is a breakdown of how each element stays in sync: What data syncs between Kindful and QuickBooks? How does QuickBooks terminology map to Kindful?
QUICKBOOKS DESKTOP FOR MAC VS ONLINE 2018 REVIEWS HOW TO
How to Connect QuickBooks Desktop to Kindful Connecting QuickBooks Online: Getting Started
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