Simple to Connect

Setting up the connection between QuickBooks and Join It is easy and only needs to be done once. During setup, you'll be asked how you want membership items classified when creating Invoices in QuickBooks Online.

Data Syncs

When a membership payment is completed, payment data will immediately be synced to your QuickBooks Online account by creating the respective Customer, Invoice, and Payment. No further actions from admins are required.

FAQs

How are Customers created (or matched) in QuickBooks Online?

When sending information from Join It to QuickBooks Online, Join It will match on the customer's 'DisplayName' in QuickBooks. Join It will use the Display Name that's set up in Join It depending on your settings. Learn more about adjusting the Display Name / Primary Field in Join It.

How do I choose which Items the Invoices in QuickBooks are associated with?

After you make the initial connections between QuickBooks Online and Join It, you'll be prompted to select from a list of 'Items' that are pulled from your QuickBooks Online account. You only need to make this selection once during set up.

How do I test the integration on my QuickBooks Online account?

Once you establish the connection and finalize the automation, new payments will start to be pushed to your QuickBooks Online account when collected via Join It.

To test the integration, we recommend that you add yourself as a member in admin (https://www.joinit.org/members/new) then from your membership record, scroll to the bottom to select 'Add Payment'.

When adding a payment, select an 'Offline Payment'.

Once the payment has been added, you should see the respective Customers, Invoices, and Payments created in your connected QuickBooks Online account.

Does Join It automatically sync old membership payments?

Nope! To avoid the headache of adding duplicate data unintentionally, Join It will not automatically backdate your payments into your connected QuickBooks Online account.

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