Lecture on eTapestry and QuickBooks Online Integration

Introduction

• Presenter: Jeff Eggwood, eTapestry consultant and owner of Sidekick Solutions
• Company: Sidekick Solutions, an independent consulting firm specializing in eTapestry
• Purpose: Demonstration of eTapestry and QuickBooks Online integration

Key Concepts

• Data Entry Best Practice: Enter data in eTapestry first, then transfer to QuickBooks
• Types of QuickBooks Systems:
  • QuickBooks Desktop
  • QuickBooks Online (Focus of today's integration)
• Current Challenges:
  • Double data entry in eTapestry and QuickBooks
  • Importing data via Excel or CSV, requiring third-party add-ons

Integration Overview

• Integration Benefits:
  • Eliminates double data entry
  • Simplifies deposit reconciliation
  • Improves report accuracy
  • Synchronizes accounting and fundraising data
• Process:
  • Automatically creates customers and sales receipts in QuickBooks Online for transactions
  • Real-time updates every 15-20 minutes

Demonstration

• Creating Transactions in eTapestry:
  • Example transactions for Han Solo and Bugs Bunny
  • Details such as fund type, payment method, and notes
• Viewing Transactions in QuickBooks:
  • Sales receipts match eTapestry journal entries
  • Custom strings and account numbers ensure correct matching
  • Transactions categorized into appropriate QuickBooks accounts

Features and Considerations

• Handling Credit Card Fees:
  • Not directly integrated; handled during bank deposits
  • Subtract fees when reconciling deposits
• Additional Features:
  • Mapping classes from eTapestry to QuickBooks
  • Handling refunds via email triggers
  • Special reports (income by state, transactions above a certain amount)
  • Option to bypass deposit feature in QuickBooks

Partnership Details

• Setup:
  • Free integration setup
  • Monthly subscription with no long-term contract
  • Hosted and maintained by Sidekick Solutions
• Technical Support:
  • Monitoring and error detection included
  • Unlimited transactions allowed

Expansion and Other Integrations

• Beyond QuickBooks Online:
  • Integrations with MailChimp, PayPal, Shopify, and others
  • Custom integrations available

Q&A

• Handling Pledge Payments: All revenue transactions are entered as sales receipts in QuickBooks
• Fund Name Matching: Not necessary; mappings can be created
• Data Security: Encrypted data transfer between systems

Closing

• Contact Information: Jeff at Sidekick Solutions LLC
• Invitation: Audience encouraged to reach out with further questions or interest in integration setup.