It’s your turn to map CRM transactions to QuickBooks settings. 

1. Select the Settings icon from any page of the CRM.

2. Select the Global Settings option.

3. Select the QuickBooks link under the Third-Party Integrations section.

4. Select the Sync Options section in the left panel.

5. Select a date for the Start syncing Neon CRM transactions on field.

6. Select an option for how you would like transactions and payments to be added to QuickBooks: Invoices and Payments or Sales Receipts. Note: no matter which option you choose, pledges and pledge payments made by constituents will automatically be added as “invoices” and “payments”.

7. Select how names will be formatted in the CRM to match QuickBooks records, in the Name Format section.

8. Select the Continue button.

Map Transactions

9. For tender type, select an option for each payment type your organization uses, using the QuickBooks Payment Methods drop-down menu. Fields for tender types that your organization does not use, can be left blank.

10. Select the Save Mapping button.

11. Map donation fields.

• Use general mapping for all donation types, using the Default for All Donations field and/or map donations by type by selecting options from the appropriate drop-down menu.
• You may drag and drop categories to set a priority order or precedence for how donations will be mapped.
• Precedence only applies when there is a conflict between mappings that the system needs to choose.
• If you have a simple accounting setup, you may not need to subdivide donations or set precedence. Only select the categories you plan to use. Any categories you don’t want to use can be left blank.

12. Next, map fields for event registration.

• Event registration fields can be mapped generally for all event registrations, using the Default for All Donations field.
• Use general mapping for all donation types, using the Default for All Donations field and/or map donations by type by selecting options from the appropriate drop-down menus.
• You may drag and drop categories to set a priority order or precedence for how donations will be mapped.
• You may map event registrations by type by selecting options from the appropriate drop-down menu.
• You may drag and drop categories to set a priority order or precedence for how event registrations will be mapped.
• You are not required to use these fields.

13. Map fields for taxes, shipping, and discounts.

• Select the option your organization will use, if recording shipping fees and processing fees.
• Subdivide discounts by type (Event Discounts, Membership Discounts, and Store Discounts), if applicable.