(Instead you would have to create an Income Account in QuickBooks during the sync process, a related Fund would then be automatically created in Kindful. Your Income Accounts and Income Sub Accounts would all appear in Kindful as a "flat list".įunds that I created in Kindful are not syncing into QuickBooks.Īfter you connect Kindful and QuickBooks, you will no longer be able to create Funds in Kindful. The Kindful-QuickBooks integration does not support a hierarchy of Funds/Income Accounts. If you are using Income sub account in QuickBooks, they will be imported into Kindful at the same level as Income Accounts. What happens if I use Income Sub Accounts in QuickBooks? During the sync process, any new QuickBooks Income Account will be imported into Kindful as Funds. To create a new Fund in Kindful, you actually need to create an Income Account in QuickBooks. However, you can also set a default Designation on each Campaign, and you can set a Designation on a transaction directly (for ultimate flexibility in designating your transactions.) In Kindful, each Fund has only one default Designation. If you'd like to do this, Please contact support.Ĭan we have more than one Designation per Fund? This can be turned off even if you are already using the QuickBooks-Kindful integration. Please note, if you don't want the QuickBooks-Kindful integration to keep your Classes and Campaigns "in sync", then we can turn that off for you. Why are Campaign names in Kindful different than their corresponding Classes in QuickBooks? During the sync process, any new QuickBooks Items will be imported into Kindful as Designations. To create a new Designation in Kindful, you actually need to create an Item or Product and Service in QuickBooks. For more please also see our article on QuickBooks Desktop Troubleshooting Other reasons for not synching could include transactions missing a designation, the fund or campaign a transaction is being sent to is no longer connected to a corresponding income account or class in Quickbooks, or your sync date in your Quickbook app settings (in the Kindful app directory) is preventing synching of transactions before a certain date. If you don't, transactions will not sync. The integration requires you to have the following payment methods present in your QuickBooks account.
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