How to Integrate DonorSnap with QuickBooks?

• 29 November 2025
• QuickBooks
• Written by George Dockrell

DonorSnap is a comprehensive cloud-based donor management solution designed to meet the unique needs of nonprofit organizations. Since its inception in 2004, DonorSnap has provided an affordable and user-friendly platform that helps nonprofits optimize their fundraising efforts, enhance donor relationships, and drive greater impact. With a centralized donor database, nonprofits can efficiently track donor information, manage fundraising campaigns, and analyze performance to make data-driven decisions.

The platform offers a wide range of features, including donor management tools to store and update contact details, track donation history, and monitor engagement levels. Its fundraising capabilities support online donations, peer-to-peer campaigns, and event registrations, enabling organizations to expand their outreach and secure more contributions. DonorSnap also includes marketing and communication tools, allowing nonprofits to personalize email campaigns, newsletters, and thank-you messages to maintain strong connections with their supporters.

To further enhance its capabilities, DonorSnap integrates with several third-party applications, including QuickBooks, enabling nonprofits to streamline organizational processes and maintain accurate accounting records. Integrating DonorSnap with QuickBooks allows organizations to synchronize donation data, track donation data, and simplify bookkeeping tasks, ensuring efficient financial management.

Benefits of Integrating DonorSnap with QuickBooks

Integrating DonorSnap with QuickBooks offers several advantages that help nonprofits improve efficiency, financial accuracy, and overall productivity. Some of the standout advantages of connecting DonorSnap and QuickBooks are:

• Automates time-consuming tasks, freeing up resources for fundraising and outreach.
• Minimizes manual data entry, reducing the risk of duplication and inconsistencies.
• Simplifies accounting processes, allowing staff to focus on core activities.
• Simplifies bank reconciliations with accurate and timely data transfer.
• Reduces human error by ensuring precise financial records.
• Provides real-time updates on financial transactions for better oversight.
• Combines donor and financial data for comprehensive reporting.
• Supports data-driven decision-making by offering a complete financial picture.

How to integrate DonorSnap with QuickBooks?

DonorSnap supports integration with both the QuickBooks Online and Desktop versions of the QuickBooks accounting application. Follow these steps to set up the integration between DonorSnap and QuickBooks Desktop to improve donation tracking and financial management.

1. Log in to DonorSnap and go to Maintenance > User Setup. Select the user who needs access to the integration.
2. Under the Rights tab, enable QuickBooks access by checking the appropriate box.
3. Navigate to Maintenance > Site Setup > Integrations.
4. Open the QuickBooks Integration tab and select Change QuickBooks Information.
5. Choose QuickBooks Desktop as the edition.
6. Select an integration method based on your accounting needs. Your options include General Ledger Only (creates transactions with debits and credits) or General Ledger and Donor Detail (links transactions to specific donor details).
7. Set a control date range to prevent posting errors.
8. On the computer with QuickBooks Desktop installed, download the DonorSnap to QuickBooks Integration Utility. Run the installation file and follow the setup instructions.
9. Launch the DS QBDesktop program from the desktop or Start menu.
10. Log in to DonorSnap within the utility. Open QuickBooks Desktop and the company file to be integrated.
11. Switch back to DS QBDesktop and click Update DonorSnap. Grant permission in QuickBooks to allow data transfers.Map DonorSnap accounting codes to QuickBooks income accounts. Connect DonorSnap payment methods to QuickBooks asset accounts. Match DonorSnap contacts to QuickBooks customer names.
12. Sort records by QBCustomerCode and validate by editing and saving them. Use bulk editing to speed up the validation process.

Speed Up Your DonorSnap and QuickBooks Integration with Apps4Rent

Integrating DonorSnap with QuickBooks is essential for reducing manual entry, minimizing errors, and streamlining your nonprofit’s financial and donor management operations. While the setup process can seem straightforward, it requires careful configuration to ensure seamless synchronization between the two platforms. By partnering with Apps4Rent for your DonorSnap and QuickBooks integration, you can trust our expert technicians to handle the process, ensuring both systems work together flawlessly.

As an Intuit Authorized Hosting Provider, Apps4Rent provides hosted QuickBooks desktop solutions with top-notch data security and encryption. Our solutions are hosted in SSAE 16-certified data centers, ensuring that your sensitive data is protected with industry-leading protocols. Reach out to our team via chat, email, or phone to learn how we can help your nonprofit optimize its donor and financial management. With over 20 years of experience, our knowledgeable support team is available 24/7 to assist with all your QuickBooks-related needs.