NeonCRM & QuickBooks Online Integrations

Neon CRM is a non-profit CRM that has been specially built for growth. It is widely used by non–profit organizations to manage to fundraise, create a membership, manage events and websites, and ultimately grow their organization. Neon CRM can be easily integrated with QuickBooks.

Transactions such as sales receipts, customer records, invoices, and payments can be sent from Neon CRM to QuickBooks and thus the accounting of such non-profit organizations can be done with ease. In this article, we will see how Neon CRM can be integrated with QuickBooks.

About NeonCRM

Neon is a CRM, generated for non-profit businesses. That develops our nonprofit business, inspires our audience, and up your level of impact.

Prerequisites before beginning the QuickBooks Desktop - Neon CRM integration.

QuickBooks must be installed on a local hard drive PC.
The integration will not happen until the QuickBooks Desktop is installed on a remote PC.

Why Nonprofits Business Love Neon CRM and QuickBooks Together

Neon CRM provides mapping and reunite options that fit your reality.

We worked with the specialist at Quickbooks to make it easy to recognize the primary workflows that Non-profits need for a quality QuickBooks Integration. These processes include:
Starting gift processing with evolution to ensure stewardship of the gift.
Making a map file that defines the ways that evolution revenue aligns with the company's chart of accounts.
Recognizing your resolution rhythm - cloud network permits for a shift to real-time accounting.

Neon CRM's integration with QuickBooks permits for mapping to service units and Classes as well as a choice between sales receipts or invoices, along with many other details that your sponsor team will love.

It flexibly directs the reality of changing the Revenue Streams for nonprofits.

Non-profit businesses are resourceful - they always come up with new ways to raise money all the time! Still, we know that the finance sector is not interested in surprises or unforeseeable shifts in processes.

That's the reason Neon CRM's toolkit is designed to give the growth team the most amount of power for engaging donors in unique ideas, but then authorize a controlled and assured process to be implemented when these new moves, occasions, subscribers, and other types of revenue get rolled out.

With Neon CRM’s integration to Quickbooks, your Company will be able to:

Profit types of tender of transaction process by dates.
Guide customizable mission attribution fields to reliable money fields.
Guide both virtual and actual occasions to legitimate arrangements to keep away from disarray with donations.
Guide variant in both subscriber's terms and levels to the actual finance epithet.
Discount mapping, shipping, and address taxes, for both QuickBooks desktop and online.

Supported triggers and actions & About NeonCRM

Triggers

New Account Triggers when a new account is created	New Activity Triggers when a new activity is created
New Donation Triggers when a new donation is created.	New Account Triggered when you add a new account.
New Bill Triggers when a new bill is added.	New Customer Triggered when you add a new customer.
New Estimate Triggered when you add a new estimate.	New Expense Triggers when a new expense is added.
New Invoice Triggered when you add a new invoice.	New Invoice Triggered when you add a new invoice (with line item support).
New Sales Receipt Triggered when a new sales receipt is added (with line item support).	New Payment Triggered when a payment is received (with line item support).
New Purchase Order Triggers when a new purchase order is added.	New Sales Receipt Triggered when a new sales receipt is added
Updated Customer Triggered when an existing customer is updated.	New Vendor Triggered when a new vendor is added.

Action

Create Individual Account Creates a new individual account.	Create Activity Add an activity to an account.
Create Donation Creates a new donation.	Create Organization Account Creates a new organization account.
Update Individual Account Updates an individual account.	Update Organization Account Updates an organization account.
Link Individual Account to Organization Account Links an individual account to an organization account.	Find Account Finds an existing account.
Create Bill (Item Based) Create a new bill, optionally tied to a customer.	Create Bill (Account Based) Create a new bill, optionally tied to a customer (with line item support).
Create Bill (Item Based) Create a new bill, optionally tied to a customer (with line item support).	Create Credit Memo Creates a new credit memo.
Create Customer Adds a new customer.	Create Estimate Create a new estimate (with line item support).
Find Account Find an existing account.	Create Product/Service Creates a new product or service.
Create Journal Entry Creates a new journal entry.	Create Invoice Adds a new invoice (with line item support).
Create Sales Receipt Adds a new sales receipt (with line item support).	Create Payment Creates a new payment, optionally linked to an invoice.
Create Purchase Order Creates a new purchase order.	Create Refund Receipt Creates a new refund receipt.
Send Invoice Send an existing invoice.	Send Sales Receipt Send an existing sales receipt.
Create Expense Creates a new expense using a check, cash, or credit card.	Update Customer Updates an existing customer.
Update Invoice Updates an existing invoice (with line item support).	Create Vendor Adds a new vendor.
Find Account Find an account by name.	Find Customer Find a customer by name or email address.
Find Invoice Find an invoice by number.	Find Product(s) Find a product by name (with line item support)
Find Vendor Find a vendor by name.	Create Time Activity Creates a new single-time activity.
Find or Create a Customer Finds or creates a specific customer v2.

Steps to set up Neon CRM – QuickBooks Desktop Integration

Step One

First of all, enable the QuickBooks connection in Neon CRM.

You can do this by performing the following steps.

Login to Neon CRM.
Go to the Gear icon and select Global settings. Under that, select Third-party integrations, and under that select QuickBooks.
Turn the switch to ON and select QuickBooks Desktop.
Click on Continue.

Step Two

Download and install QuickBooks Web Connector.

Download the application and click on Install.
Create a Keyword. This keyword will authorize the web connector to connect to Neon CRM.
Click on save. This will apply the keyword.

Step Three

Download and install the configuration file related to the QuickBooks Web Connector.
The configuration file should be located on the same PC’s hard drive where the QuickBooks and QuickBooks Web Connector are stored.

Step Four

Add this QuickBooks configuration file as an application on QuickBooks Web Connector.

Open QuickBooks Web Connector.
Click on Add and Application.
Browse and select the configuration file you recently installed and click on Open.
A new window saying Authorise New Web Service will open. Click on OK.
QuickBooks Application certificate window will open up. We recommend selecting Yes to always allow access
even if QuickBooks is not running and click on Continue.

Step Five

Configure the QuickBooks Web Connector.

Enter the same QuickBooks Keyword as we used earlier in the password column.
Enable the auto-run check box.
Select the frequency of sync as every minute.

Step Six

Leave this window open to finish the configuration with Neon CRM.

Step Seven

Before beginning with the integration make sure that the services and items are properly classified and have a matching account in QuickBooks.

Step Eight

Open Neon CRM and click on Neon CRM to complete the QuickBooks settings.

Suggested Integrations

Paylocity + QuickBooks

Procore + QuickBooks

Need Professional Help?

Thus the aforesaid are the steps to integrate QuickBooks and Neon CRM. If you are facing any trouble in configuring the integration process or have any doubt relating to any of the aforesaid steps then kindly get in touch with our QuickBooks technical support team.

Frequently Asked Questions

How to set up and integrate NeonCRM with QuickBooks Online & Desktop?

To set up the connection with QuickBooks with NeonCRM, the user has to make sure that all connections turn on. After you have to choose the QuickBooks that you currently utilize. Once you are done with this program, then hit the click on the Connect button. It might take a little time to show you the confirmation message of integration between QuickBooks and NeonCRM.

What benefits do I get after integrating NeonCRM with QuickBooks Online or Desktop?

There are so many benefits you receive once you integrate your QuickBooks with NeonCRM such as the user doesn’t need to enter the data twice. This integration also permits you to sync transactions to be locked as well as for the accounting integrity function as well.

Does QuickBooks & Desktop need any approval to integrate with NeonCRM?

Yes, when you integrate your QuickBooks with NeonCRM then you need approval for further processing otherwise it will not work. The user has to make sure that your QuickBooks doesn't run on a remote.

NeonCRM & QuickBooks Online Integrations