Automated update of donation records in accounting software

Purpose

1.1. Automatically synchronize and update donation transactions and donor data from church giving sources into dedicated accounting software, eliminating manual entry and reducing financial discrepancies.
1.2. Provide real-time transparency for treasurers, streamline reconciliation, accelerate reporting, and maintain accurate records for compliance and stewardship.

Trigger Conditions

2.1. New donation transaction is recorded via online giving portal, POS, or mobile app.
2.2. Batch donation import from a CSV/Excel file or periodic financial event (e.g., weekly service collections logged).
2.3. Manual submission of a donation via admin dashboard or finance admin API event.

Platform Variants

3.1. QuickBooks Online
• API: Create/Update Invoice or SalesReceipt endpoint.
• Sample: On new donation, POST donation as SalesReceipt with donor reference.

3.2. Xero
• API: Invoices or Receipts endpoint.
• Sample: POST/PUT donation as received invoice payment.

3.3. Sage Intacct
• API: create_customer, create_glentry functions.
• Sample: Insert GL entry for donation with donor attached.

3.4. FreshBooks
• API: Payments POST or Invoices PATCH.
• Sample: Log donation as payment with donor metadata.

3.5. Wave
• API: Transactions endpoint.
• Sample: Add transaction to Income for specific category "Donations".

3.6. MYOB
• API: General Journal or Receive Money endpoint.
• Sample: Record donated amount with supporter memo.

3.7. Zoho Books
• API: Payment Received or SalesTransaction endpoint.
• Sample: Log as received payment under Donations income.

3.8. Netsuite
• API: RecordCustomerPayment or CashSale.
• Sample: Create payment event with unique donor identifier.

3.9. Blackbaud Financial Edge NXT
• API: Journal Entry endpoint or Donation API.
• Sample: Create new donation record mapped to campaign code.

3.10. SAP Business One
• API: Incoming Payments Service.
• Sample: Register contribution for specific project/donor.

3.11. Microsoft Dynamics 365 Business Central
• API: salesReceipts or BankTransaction endpoints.
• Sample: Post new salesReceipt for completed donation.

3.12. Oracle NetSuite
• API: CustomerPayment or Deposit endpoint.
• Sample: Record income with nonprofit category code.

3.13. Tithe.ly
• Function: Webhooks or API Donation Updates.
• Sample: Push new donation data to finance tool via API.

3.14. Pushpay
• Function: API – Transactions Feed.
• Sample: On donation settlement, send details to accounting integration.

3.15. Donorbox
• Function: API – Webhooks.
• Sample: Trigger accounting update on new/updated donation.

3.16. Givelify
• Feature: Export or API Donation Reports.
• Sample: Sync daily donation summary records.

3.17. PayPal
• API: Transaction Webhooks or Payouts.
• Sample: Pull and reconcile PayPal donations as income entries.

3.18. Stripe
• API: Payments and Events Webhooks.
• Sample: Forward "payment_intent.succeeded" for donation log.

3.19. Clover POS
• API: Payments endpoint.
• Sample: Read church giving events, map to accounting as deposit.

3.20. Fundraise Up
• API: Webhooks or Donations endpoint.
• Sample: On new donation, send to accounting with donor/property tags.

3.21. Kindful
• API: Donation Webhook.
• Sample: Forward new donation event into ledger automatically.

3.22. Salesforce Nonprofit Success Pack
• Function: Outbound Message or Platform Event.
• Sample: Trigger accounting update when donor transaction saved.

Benefits

4.1. Removes manual accounting entries, reducing errors and effort.
4.2. Provides quicker, accurate financial visibility for church leadership.
4.3. Enables automated compliance and standardized reporting.
4.4. Enhances donor transparency and timely acknowledgment.
4.5. Scales processes for growing congregations and donation streams.