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bloomerang sync with quickbooks only setup

min $50 USD / hour

Closed
Posted 9 months ago

min $50 USD / hour

I'm looking for an experienced freelancer to help me with setting up a sync with Bloomerang and QuickBooks Online. I'm familiar with the process but will need some assistance to ensure it's setup correctly. Additionally, there are specific issues I'll need help with during this setup. So, you must have experience with QuickBooks Online and Bloomerang, as well as being able to troubleshoot any technical issues that may arise during the setup. If you think you can help, I'd love to hear from you. The two specific issues likely require the use of Zapier or something similar. With Quickbooks Online syncing to financial accounts, the addition of Bloomerang transactions creates double entries, which is unacceptable. Bloomerang support says they have no solution, but suggests Zapier may help. The second issue is that Bloomerang sync with Quickbooks does not handle transactions that occur with constituents that have no email address. The sync depends on first name, last nam, email. If no email it does not transfer the transaction. There are one or two other problems that we need to overcome before we can sync with QB.
Project ID: 37114465

About the project

1 proposal
Remote project
Active 8 mos ago

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About the client

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Wynnewood, United States
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Member since Aug 27, 2023

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