Integrations

At DonorChase, we understand that the charity sector has unique accounting needs that differ significantly from the commercial sector. Our software is designed to integrate with mainstream accounting packages, ensuring an efficient, reliable, and accurate ledger for your organisation. By automating notes and reminders, our charity bookkeeping software will allow you to spend your time maintaining a personal approach to donor management, rather than spending it working through records.

Integration with Xero

Integrating DonorChase with Xero is straightforward and efficient. Our software syncs with Xero to ensure all your donation records and financial data are up-to-date. This integration allows you to automate reminders and thank you messages, making donor management a breeze.

Integration with Sage

Our integration with Sage provides a reliable and accurate ledger for your charity. By linking DonorChase with Sage, you can effortlessly track donations, manage donor information, and generate comprehensive financial reports. This integration ensures that your bookkeeping is always accurate and up-to-date.

Integration with QuickBooks

DonorChase seamlessly integrates with QuickBooks, allowing you to manage your charity's finances with ease. This integration ensures that all your donation records are accurately reflected in QuickBooks, enabling you to automate donor communications and maintain an efficient bookkeeping system.

Frequently Asked Questions

How do our integrations with online bookkeeping programs work?

All of your requests, fees, and memberships are raised in the bookkeeping package as an invoice. When payments or donations are received in the bank, these are recorded against the invoice as an invoice payment. All of this information is then automatically integrated into DonorChase, allowing you to keep on top of what you are still hoping to receive.

We've never done this in the past! Donations are recorded as and when they are received!

That may be the case. But your bookkeeping has until now had no way of demonstrating how much income is still available to be chased. It's a reactive way of managing income – DonorChase allows you to proactively raise the funds.

Why must we raise subscriptions and donation requests as invoices?

DonorChase needs to know how much income it needs to chase, and who to chase for it. The only way to do this is to raise an invoice. It is actually a very financially healthy method, as your trustees will be able to see clearly how much the maximum recurring income is, and compare it to how much is actually being received in the bank.

Will this interfere with our bookkeeping reports?

Including the raised invoices in reports will include income that isn't yet received. Reports may therefore need to be slightly adapted. This can be done by either producing reports as cash reports, or by raising a journal to cancel out any income that hasn't yet been received. You can reach out to our support team for help with this.

How often do the programs synchronise?

There is an automatic daily sync which updates DonorChase with your latest figures. If you need a more frequent sync, you can reach out to our support team.

Integration with Xero

Integration with Sage

Integration with QuickBooks

Frequently Asked Questions

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