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First look at LGL’s upgraded integration with QuickBooks Online

Posted August 22, 2024 by Hunter Williams

upgraded QBO-LGL integration

We are almost ready to launch a significant upgrade to the integration between Little Green Light and QuickBooks Online. This upgrade will be a big time saver for LGL Forms customers who use Stripe as their payment processor. If you are interested in being among the first to use it, request to be an Early Adopter.

About the LGL-QuickBooks Online integration

LGL and QuickBooks Online integration

Launched in 2019, the Little Green Light-QuickBooks Online integration creates Sales Receipts in QuickBooks based on gift entries in your LGL account. This saves time by enabling you to avoid double entry, thereby increasing consistency and ease of reconciling between your donor database and your accounting system.

Once you have Sales Receipts in your QuickBooks Online account, you need to connect them to a Deposit. This Deposit tells QuickBooks Online which bank account the money is going to. The Deposit is also where you enter any online processing fees.

See a full description of the existing integration.

Upgrade to the existing integration

The upgrade is designed to make it much easier to create Deposits in your QuickBooks Online account, specifically for online transactions via LGL Forms that use Stripe as the payment processor. In that case, we will be able to use Stripe’s transfer reports to queue up Deposits and connect the underlying Sales Receipts to the correct Deposit automatically.

This upgrade will be a delight for anyone who has had to wade through numerous transactions in QuickBooks Online to find the right ones, then add up the processing fees for those transactions in order to create a Deposit.

Timing of the upgrade

We are putting the finishing touches on the integration now and expect to be able to open it up to expanding sets of users starting soon and into early September. We will notify groups of users when this feature is available to add to their LGL accounts.

Register to be an early adopter of the upgraded integration

If interested, you can register to be an early adopter of the upgraded LGL-QuickBooks Online integration by clicking this button:

Register now button

 

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