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labs@atheron:~/industries/faith-community/accounting$ sync --quickbooks-online

Giving into QuickBooks

Gifts by fund, posted to your books.

A treasurer's year is decided by how gifts are recorded week by week. We record every gift once, by fund, and post the totals to QuickBooks Online, so receipts and the books come from the same records and the winter rush becomes a review.

// what matters here

What is different in this industry.

01

Every gift recorded once

Card gifts arrive from Stripe; cash and cheques are entered by the counting team, signed off by two people.

02

By fund

General, building, outreach or any fund you keep, carried from the gift to the books.

03

Receipts in your format

Year-end receipts generated from the records in the format your treasurer and advisers approve.

04

Built on the QuickBooks Online API

Totals posted by fund and date, with each posting traceable back to its gifts.

// example projects

Priced examples for this service.

Each one is hypothetical, labelled as such, and priced live from our rate card. Open any of them in the estimator and make it yours.

Example projectWeb app

Online giving with receipts

Hypothetical. Not a client, not a result.

// The problem

A congregation takes gifts by cash, cheque, e-transfer and card, and its volunteer treasurer spends weeks each winter matching them to donors and typing receipts.

// What we would build

A giving page and donor accounts with card and recurring gifts through Stripe, cash and cheque entry for counters after each service, year-end receipts generated in the format your treasurer and advisers approve, and gift totals posted to QuickBooks Online, built on its API. We build to the receipt rules your advisers set; we give no tax advice.

// What is in it

  • A giving page with one-off and recurring gifts by card
  • Cash and cheque entry for the counting team, with two people signing off
  • Donor accounts where members see their own gifts and update their details
  • Year-end receipts generated from the records, in the format your treasurer approves
  • Gift totals by fund posted to QuickBooks Online

// Stack

  • Next.js
  • PostgreSQL
  • Stripe
  • QuickBooks Online API
  • DigitalOcean Toronto

// estimate

Build
≈ US$72,500 to US$111,000, delivered within 21 weeksCAD 103,200 to 157,700
Hosting
≈ US$176 a monthCAD 250 a month
Support
≈ US$1,000 a monthCAD 1,425 a month

Prices in your currency are estimates from today's Bank of Canada rate. All invoicing is in CAD or USD.

Timeline by milestone

Discovery
2.9 to 3.4 weeks
Data mapping and sandbox connection
0.4 weeks
Design approved
2.4 to 3.4 weeks
Receipt format approved by your treasurer
1.4 to 1.9 weeks
Core features
1.9 to 2.9 weeks
Full build
1.4 to 1.9 weeks
Sync built and reconciled in sandbox
1.4 to 2.4 weeks
Testing and fixes
0.9 to 1.4 weeks
Launch
0.9 to 1.4 weeks
Live cutover
0.9 to 1.4 weeks
Hypercare
0.9 to 1.4 weeks

Outside our hands, and added to the calendar

Payment processor account in your organisation's name
1 to 4 weeks

How it is paid

Deposit 20%
CAD 20,640 to 31,540
Discovery 4.5%
CAD 4,644.00 to 7,096.50
Data mapping and sandbox connection 3.4%
CAD 3,508.80 to 5,361.80
Design approved 4.5%
CAD 4,644.00 to 7,096.50
Receipt format approved by your treasurer 8.7%
CAD 8,978.40 to 13,719.90
Core features 13.5%
CAD 13,932.00 to 21,289.50
Full build 9%
CAD 9,288 to 14,193
Sync built and reconciled in sandbox 10.2%
CAD 10,526.40 to 16,085.40
Testing and fixes 4.5%
CAD 4,644.00 to 7,096.50
Launch 4.5%
CAD 4,644.00 to 7,096.50
Live cutover 3.4%
CAD 3,508.80 to 5,361.80
Hypercare 3.8%
CAD 3,921.60 to 5,992.60
Holdback, 30 days after launch (10%)
CAD 10,320 to 15,770

// questions

Questions we get about this.

Will the receipts meet the tax rules for charities?

We build to the receipt format your treasurer and advisers set. We do not give tax advice.

Can members download their own receipts?

Yes, from their donor account, once your treasurer has issued them.

What about gifts that arrive by e-transfer?

They are entered by the treasurer against the donor, or matched from your bank export, and counted with everything else.

// next

Not quite your project?

Tell us what you have in mind. We will come back to you with a range and the questions that would narrow it. Or book a call and talk it through.

Donations and receipts posted to QuickBooks Online for congregations | Atheron Network Labs