Advice and answers from the Autofy Team

By now you may know that Autofy syncs regular Salesforce Sales Cloud with QuickBooks, but did you know it also syncs the Salesforce Nonprofit Starter Pack (NPSP)?

Autofy syncs Nonprofit Salesforce with QuickBooks in a few ways:

Donations (Opportunities) to QuickBooks Receipts

Closed Donations (Opportunities) are synced into QuickBooks as Invoices or Receipts. You can choose which type you'd like to sync in Autofy settings. Autofy validates a few things while it does this:

It's important to note that Autofy conforms to the Household Account model in Salesforce NPSP. Only Accounts are synced with QuickBooks.

QuickBooks Items to Salesforce Products

Items in QuickBooks sync to Salesforce Products. Every time a sync runs, Autofy will look at your Item list, and add or update it to Salesforce in the Products object. This is key, because as mentioned above, these products can be used as your donation types in your Salesforce Donation (Opportunity) records. This is the way that QuickBooks recognizes revenue, so it's really handy to manage donation types as items.

As in the example above, maybe you have a general fund donation, and another donation for a specific food drive. Those would each be a Product in your SF org.

QuickBooks Customers to Salesforce Household Accounts

Customers in QuickBooks sync to Salesforce Household Accounts. Every time a sync runs, Autofy will look at your Customer list, and add or update it to Salesforce in the Household Accounts object.

Remember that Autofy can be customized to handle syncing how your organization operates, so contact us to start the conversation.

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