QuickBooks sync
Stop double-entering dues and payments into your accounting software by hand.
We build a bridge between your union system and QuickBooks so the financial activity in your member records (dues charges, payments received, fees) flows through to your books without your bookkeeper rekeying it.
We map your members, dues categories, and branches to the right accounts and classes in your chart of accounts, so what shows up in QuickBooks is already organized the way your accountant wants it.
What you get
Dues & payments flow through
Charges and payments recorded in your system sync to QuickBooks as the right invoices, receipts, or journal entries.
Mapped to your chart of accounts
We connect your dues categories, fees, and branches to the correct accounts and classes you already use.
Members as customers
Member records line up with QuickBooks contacts so balances reconcile cleanly on both sides.
Scheduled or on-demand sync
Run the sync nightly, weekly, or whenever your treasurer hits the button, your call.
Conflict & error handling
Mismatches are flagged for you to review, instead of quietly creating duplicate or wrong entries.
No more double entry
Dues and payments are recorded once in your system and flow through to QuickBooks, so your bookkeeper never types the same thing twice.
How it works
We review your books
We look at your QuickBooks setup and your list of accounts with your bookkeeper to plan a clean fit.
We build the bridge
We connect to QuickBooks Online and line up your dues, fees, and members with the right accounts.
We test the first sync
We run a trial sync and check the results with your bookkeeper before it runs on its own.
We watch the sync
We keep an eye on each run, sort out mismatches, and adjust as your accounting changes.