3/22/2023
The Value of
Embracing
Integrations for
NonProfits
Gregg S. Bossen CPA, President QuickBooks
Made Easy for Nonprofits

Gregg S. Bossen, CPA
Since 2000, QuickBooks Made Easy for Nonprofits has been teaching
QuickBooks seminars around the country for various groups, conducting
webinars, providing technical support to hundreds of clients, one-one-one
consulting, and offering industry-specific streamable training. Our leader
and primary trainer Gregg S. Bossen, CPA is not only an expert in the
program, but he is the nation’s leading expert when it comes to
Nonprofits that use QuickBooks. Gregg’s teaching style is funny and
entertaining, and his energy and knowledge of Nonprofits make his classes
a unique experience. Gregg has taught new users as well as
other CPAs, who are themselves considered experts in the software. In
total, we have taught over 4,000 seminars to more than 60,000 students.
President/Owner of QuickBooks Made Easy
for Nonprofits

Agenda
Wednesday, March 22, 2023
1.
2.
3.
4.
Welcome
Integration: What it is and Why do it
Which Accounting Software products
work best
What Integration Options are available
5. How Bloomerang Can Help
6. Q&A

What do we mean by
“Integrating”?

Defining Integration
For accounting software
INTEGRATION MEANS…..
Connecting software applications to your accounting software so that they may
send data
○ List information
■ Donors, Members and Students
■ Vendors
○ Transactions

Why Integrate at all?
For accounting software
● SAVES TIME – NO MORE DOUBLE ENTRY
● AVOIDS ERRORS
○ FORGETTING TRANSACTIONS
○ TYPING ERRORS
● MAKES RECONCILING BETWEEN TWO SYSTEMS EASIER
● MAKES BANK RECONCILIATIONS EASIER

Which Accounting
Software products work
best

Does it matter what accounting software I’m
using?
YES!!!!!
Cloud based is much better
● QuickBooks Online
● ZERO
● Easier for programers to get into

Does it matter what accounting software I’m
using?
Accounting Programs that reside on your computer
are tough
● Data has to get into your computer via downloaded software
that breaks and needs to be updated.
● Many APPS simply don’t offer an integration with these programs
○ QuickBooks Desktop

Integrations: What are
the Options?

What data can we integrate?
3 TYPES OF TRANSACTIONS:
● NON-PAYROLL EXPENSES
● PAYROLL EXPENSES
● INCOME
TRANSACTIONS ARE THE MAIN THING WE ARE LOOKING FOR….

NON-PAYROLL EXPENSES
TYPES OF TRANSACTIONS:
● Debit Card Charges
● Credit Card Charges
● Drafts (ACH/EFT)
● Bank Fees
● Checks (when they clear – you will know)

NON-PAYROLL EXPENSES
Best way to get them is from your Bank:
● Almost all banks offer this service
● Usually Free (always for those using QBO/ZERO)
● Transactions can be added …..
○ Or matched (if already entered)
● “Rules” can be set up for common vendor transactions
● Downloaded transactions in QBO are automatically “CLEARED” in
bank reconciliation

DEMO – QB BANK
FEEDS

PAYROLL EXPENSES
TYPES OF TRANSACTIONS:
● Net Paycheck Draft
● Payroll Taxes
● P/R company Fee
PAYROLL COMPANIES
I LIKE THAT IMPORT
• ADP (RUN)
• GUSTO
• ONPAY
CAREFUL THOUGH: THEY MAY NOT WORK WELL ….

PAYROLL EXPENSES
Issues with importing transactions from your P/R
processor….
● Most Nonprofits need to split P/Y 3 ways
○ Expense Account
○ Program
○ Grant that paid for it
P/R IMPORT
• BEST IF YOU DON’T HAVE GRANTS
P/R COMPANIES DO NOT IMPORT BY GRANT

INCOME
HARDER THAN EXPENSES:
● Hit’s the bank in batches
● CC fee subtracted from
deposit
● Might go against A/R

You can Sync from….
CRM
HUBSPOT
SALES FORCE
BLOOM
E-COMMERCE
PLATFORM
WOO COMMERCE
SHOPIFY
PAYMENT
PROCESSOR
PAYPAL
STRIPE
SQUARE
POS
SQUARE POS
CLOVER
TOAST

SALES APP…
CRM
E-COMMERCE PLATFORM
POS
Decision 1: Sync from app or payment…
PAYMENT
PROCESSOR

Decision 1: Sync from app or payment…
SALES APP…
CRM
E-COMMERCEPLATFORM
POS
PAYMENT
PROCESSOR

NO SEPARATE SALES APP AT ALL
…THEN USE THE PAYMENT
PROCESSOR….. DUH!!!
Decision 1: Sync from sales app or payment…
PAYMENT
PROCESSOR

Decision 1: Sync from app or payment…
-OR-
• Usually has more details …
• Customer info
• Product info
• Sometimes you can
get these details from
the processor as well
PAYMENT
PROCESSOR
APP…
CRM
E-COMMERCE
PLATFORM
POS

Decision 2: Which sync Engine to use….
CRM
E-COMMERCE
PLATFORM
PAYMENT
PROCESSOR
POS

Decision 2: Which sync Engine to use….
CRM
E-COMMERCE
PLATFORM
PAYMENT
PROCESSOR
POS
Option 1: Free
Embedded Sync
Engine
Sync
Engine
• Boomerang

Decision 2: Which sync Engine to use….
CRM
E-COMMERCE
PLATFORM
PAYMENT
PROCESSOR
POS
Option 2: Free Intuit
Sync Engine
Sync
Engine
• PayPal
• Square
• WooCommerce
Sync
Engine

Decision 2: Which sync Engine to use….
CRM
E-COMMERCE
PLATFORM
PAYMENT
PROCESSOR
POS
Option 3: 3rd
Party
Single Source Sync
Engine
$Sync
Engine
$Sync
Engine

Decision 2: Which sync Engine to use….
CRM
E-COMMERCE
PLATFORM
PAYMENT
PROCESSOR
POS
Option 4: 3rd
Party
Multi-Source Sync
Engine
• Synder
• Paytraqer
• Zapier
$Multi-Source
Sync Engine

Decision 2: Which sync Engine to use….
CRM
E-COMMERCE
PLATFORM
PAYMENT
PROCESSOR
POS
Option 1: Embedded
Sync Engine
Sync
Engine
• Bloomerang

How can Bloomerang
integrations help you?

Have you ever said something like…..
Why are we having to enter this information twice?
Why can’t our <fill in the blank with a program name> talk to our <fill in the
blank with another program name>?
I really wish our database could …… (again, fill in the blank with an advanced
function or feature).
You know, we didn’t need this type of application when we purchased our
CRM awhile back, but we sure do need it now!

We can help

Through integrations, you extend your
database as you develop

Let’s talk about integrations…Mailchimp
Personalize communications and still capture information in your system

Let’s talk about integrations…Qgiv
Peer-to-peer fundraising, events and auctions that flow back to your system
Benefits:
● No long term contracts or
hidden fees
● Unlimited access to forms,
events and support
● Mobile-responsive features
● Social ready forms
● Training for you and your
staff

Let’s talk about integrations…Gratavid
Set up automatic video communications for different segments in your database

Let’s talk about integrations…DonorSearch
Dig deeper into your data

Let’s talk about integrations…Zapier
Everything else….literally!

Poll and Q&A

Resources
Integration partner links on
our website:
QuickBooks Integration
Gratavid Integration
Mailchimp Integration
Qgiv Integration
TruGivers Integration
DonorSearch Integration
Zapier Integration
Want to find
out more?
Request a demo
or
Speak to a live
person:
1-866-667-4485

Thank you for being
here today!