QSyncly
Your gifts in Salesforce.Your books in QuickBooks. In sync.
Two-way sync between Salesforce and QuickBooks Online, with deposit matching and a history of every run, for everyone in your org at one yearly price.
The problem
Your development team and your bookkeeper shouldn’t keep two sets of numbers.
Gifts land in Salesforce. The books live in QuickBooks. Without a sync, someone re-keys every gift, and month-end close turns into a hunt for the differences.
Licenses
Priced by user or by connection, so the cost grows as more people need the numbers.
Your data
Often passes through an outside platform on its way between Salesforce and QuickBooks.
Business logic
Mapping rules live in another tool, away from the gifts they apply to.
Keeping it in sync
Another vendor, another login, and another place to look when a gift goes missing.
Licenses
One price per organization, per year. Unlimited users.
Your data
Runs inside your Salesforce org, connected to QuickBooks Online with one sign-in.
Business logic
Field rules, customer matching and mappings are set up in CauseStack, next to your gifts.
Keeping it in sync
Runs on a schedule, as often as every 5 minutes, and logs every run in Salesforce.
Built for these jobs
Less re-keying. A faster month-end close.
From the gift your team records to the deposit your bookkeeper reconciles.
Gifts become sales receipts
Each gift in Salesforce is sent to QuickBooks Online as a sales receipt, with the right customer, payment method and product.
Donors become customers
QSyncly finds the donor’s QuickBooks customer, or creates one from the contact or organization.
Invoices come back to Salesforce
Invoices created in QuickBooks Online are brought into Salesforce, so your team sees what’s been billed.
Match bank deposits to gifts
Import QuickBooks deposits and QSyncly suggests the gifts that make them up, with how confident the match is.
Reconcile transactions
Line up QuickBooks sales receipts with Salesforce gifts one to one, then confirm, attach or ignore each one.
Clean up duplicate receipts
Find sales receipts that were entered twice in QuickBooks and remove them in bulk.
Key features
A sync your bookkeeper can trust.
QSyncly is a paid add-on for CauseStack. Connect QuickBooks Online once and it runs on its own.
Two-way, your way
Gifts go out to QuickBooks and invoices come back. Turn either direction on or off.
Runs on a schedule
Every 5, 10, 15 or 30 minutes, or hourly. Run it by hand any time.
No-code field rules
Set the payment method, product or sync status from conditions on the gift or the NPSP payment.
Customer matching rules
Choose which Salesforce field matches which QuickBooks field, exactly or loosely, so donors aren’t duplicated.
A history of every run
See what synced, what was skipped and what failed, and the reason, on each gift and in Sync History.
Every user, one price
Priced per organization, per year. Give your whole team the numbers.
QSyncly · paid add-on
Set it up in three steps. Then let it run.
QSyncly installs into the same Salesforce org as CauseStack and connects to your QuickBooks Online company.
Connect QuickBooks
Sign in to QuickBooks Online from CauseStack. QSyncly keeps the connection fresh, and if it ever drops, the sync stops and logs why.
Map payment methods and products
Bring in your QuickBooks payment methods and products, then set field rules for which gifts use which.
Pick a schedule
Choose how often to sync and which way. Every gift shows its QuickBooks sync status.
Reconcile
Match deposits and sales receipts to gifts, and confirm them when the books close.
Plans & add-ons
One add-on. One price.
One price per organization, per year. Never per user.
| Feature | QSyncly$500 / yr |
|---|---|
| Unlimited users | |
| Gifts to QuickBooks Online sales receipts | |
| QuickBooks invoices back to Salesforce | |
| Scheduled sync, as often as every 5 minutes | |
| Field rules and customer matching rules | |
| Deposit and transaction reconciliation | |
| Sync history and errors in Salesforce |
How we compare
Why sync QuickBooks with CauseStack?
| Feature | CauseStack QSyncly | Breadwinner | DBSync |
|---|---|---|---|
| Runs inside Salesforce | |||
| Two-way sync with QuickBooks Online | |||
| One price per organization | No, priced by Salesforce user tier | No, tiered by number of connectors | |
| Price published on the website | Starting price only | No, contact sales | |
| Starting price | $500 / yr | $310 a month, billed yearly |
Trusted by
Nonprofits keeping their books in sync with QSyncly.
- DinoMights
Built to help nonprofits focus on what matters most.
Ready to stop re-keying gifts into QuickBooks?