About 8 weeks ago we began looking into a CiviCRM / QuickBooks integration framework. Our goal is to write a module that allows CiviCRM contributions and contact information to be written to QuickBooks. Our target version is QuickBooks 2009 Premier Non-Profit edition, since that's what we use.
At the very least, the module should be able to:
- Map sources of income in CiviCRM with accounts in QuickBooks.
- Insert Donations, Deposits and Payments from CivCRM to QuickBooks.
- A seamless process that requires little management from the staff.
We found the QuickBooks PHP framework by Keith Palmer to be the best fit for our needs:
It's being actively developed and supported by a handful of programmers who are also using the framework in production environments. It makes SOAP calls using...Read more
- generate a listing of the individual cheque and cash "receipts" processed since the last "deposit" was generated, add selected receipts to a deposit and print it as a deposit listing, using a template that would enable you to submit the listing to your bank with a deposit slip;
- enable a bank reconciliation to confirm that each deposit was successful and highlight any discrepancies such as bounced cheques or typo's when entering cash or cheque amounts. Ideally you would be able to tick off each receipt within a deposit as reconciled (or just tick the deposit as a whole and have the system mark each receipt within that deposit as reconciled). If a...
We are finding that CiviCRM/accounts issues are becoming increasingly important for our clients, and Eileen's recent blogs and the discussion they are generating are a fantastic step towards helping find the best way for Civi to deal with financial transactions.
For example, I think it could be useful for Civi to ultimately develop functionality for maintaining simple bank accounts within CiviCRM, so that small organisations can maintain basic accounts without the headaches of integration with an external package.
Currently we have clients who are willing to rely on CiviCRM as being the central repository for the detail of all contributions, with a lump sum figure hitting their GL at the end of each month which can be reconciled against CiviCRM's records. This is largely reliant on the organisation having very good procedures in place to attend to banking on the same day as transactions are entered into CiviCRM, to make it easier for payments to be reconciled. It...Read more
- Decide what basic information you want to collect from your fundraisers - a "Supporter Profile". We recommend collecting first and last name and email address.
- CiviCase - case management component with configurable workflows (learn more...).
- Personal Campaign Pages - Allow constituents to create and promote their own personal fundraising pages in order to drive traffic to your organization's online contribution pages (learn more...).
- Simplified CiviMail Requirements - PHP-based option to handle return channel (bounces, replies ...) - replaces AMAVIS and simplifies installation and...
It's that time of year again!
No, not what you think. :-) It's the time of year when new a CiviCRM version is behind the door, and it has cool new features. Code freeze is going to be introduced any day now - and we'll move on to quality assurance, alphas, betas and other equally exciting stuff.
Let me briefly introduce you to two new 2.2 features: one of them already mentioned here and there - Personal Contribution Pages (PCP), and a "last minute" addition - Soft Credits.
To present one of the aspects of usefulness of PCP, let me tell you about my approach to personal involvement with social campaigns... There are some that I personally would like to get involved with a bit more than just donating money. I would like these campaigns to grow, get the largest outreach possible and I'm even willing to put some personal time into it. However, I usually do not have enough of it to volunteer. CiviCRM's new Personal Contribution Pages (PCP) feature can be helpful in...Read more
- 97.4% Would...