Seamlessly sync your invoices, customers and payments into QuickBooks Online, saving time and reducing stress for your accountant or treasurer. With AccountBridge™, your board of directors and program staff will finally have detailed and accurate profit/loss and annual reports.
AccountBridge™ enables accurate and up-to-date financial information sync between your revenue and accounting platforms. By automating the process, AccountBridge™ ensures that errors are minimized and efficiency is maximized for your team.
While your revenue system manages your daily operations, AccountBridge™ transforms your financial data into actionable intelligence, revealing strategic insights to boost your organization's future revenue.
1
Membership & Retention
While WildApricot manages members and Shopify manages your online store, AccountBridge™ enables you to identify your most valuable members and those at risk of leaving. Using QuickBooks these insights allow you to optimize pricing strategies and launch targeted campaigns to increase retention and revenue.
2
Events & Engagement
AccountBridge™ sends detailed event attendee data into QuickBooks to help you set smarter ticket prices and discounts. Discover your most engaged customers to offer exclusive access and upsell premium event experiences, maximizing profitability.
3
Online Store & Sales
AccountBridge™ goes beyond simply moving online product invoices into QuickBooks. Having detailed product options enables you to use QuickBooks to optimize your product offerings by identifying best-sellers and target demographics. Use purchase history to personalize recommendations, driving more sales and deeper member engagement.
AccountBridge™ turns your revenue and invoice data from systems like WildApricot, Shopify, WooCommerce, Magento into a powerful engine for strategic growth, providing the intelligence needed to make informed decisions and enhance profitability.
“AccountBridge™ helped us clean up our QuickBooks integration in less than a week. The coaching team was there at every step.”
Use the AccountBridge™ wizard to set up mapping, scheduling and much more
Import Historical Data
Sync test transactions and import historical invoices and payments
Schedule & Run
Configure daily, weekly, monthly, quarterly, yearly scheduling of sync
Testimonials
Amanda H. – Bair Island Acquatic Center
"WildApricot simplified our finances. QuickBooks integrated seamlessly, saving us time and headaches."
David A. – Plum Beach Club, Rhode Island, Treasurer
"The reduced stress of constant financial spreadsheet wrangling has tremendously increased my creativity."
Kim B. – Mechanical Contractors of British Columbia, Executive Director
"We run a lot of large events and can now see profit/loss instantly on any event we run."
Frequently Asked Questions
Do you provide support during the installation and after the automation is running?
All our products are supported online via our free support forum at no cost. For premium support via web conference and video, check out our AccountBridge™ Hero program.
What is the cost for AccountBridge™ for WildApricot?
What information is synchronized from WildApricot Finance module into QuickBooks?
AccountBridge™ replicates customers and financial documents (invoice, customer data, payments, donations) from WildApricot, mapping them to different QuickBooks accounts, classes, and products. You can use event tags and online store tags to categorize subaccounts. Extra charges and taxes can be filed to other accounts too.
What will my bookkeeper or treasurer do once AccountBridge™ is operational?
AccountBridge™ will reduce the need for manual work. So if your staff is volunteer they can focus their efforts elsewhere like helping your run fundraising and program events or create financial reports with quality data. If they are paid for their manual efforts you can reduce your administrative cost by relieving them of their duties. Your organization can save thousands of dollars per year by switching to AccountBridge™.
Why can't we use the built-in, "free" feature of WildApricot to populate QuickBooks?
There are several reasons that AccountBridge™ is a superior solution.
AccountBridge™ is automated. WildApricot QuickBooks feature is not. This saves time and makes financial data sync more efficient and accurate. You set AccountBridge™ up and FORGET IT!
AccountBridge™ lets you easily flow invoices, certain line items in invoices, customer data and payments into a custom chart of accounts. WildApricot assumes your accounts are named as per WildApricot requirements.
You can sync historical financial data with AccountBridge™. With WildApricot you're back to spreadsheet hell!
Personify has approved AccountBridge™ as a formal add-on into the QuickBooks user interface of WildApricot. They approve and acknowledge this is a superior solution.
Does AccountBridge™ work with QuickBooks Desktop?
No. AccountBridge™ supports only QuickBooks Online.
But if you are using QuickBooks Desktop Pro, Premier, or Enterprise, the QuickBooks Desktop for WildApricot solution can sync your WildApricot data seamlessly. Our setup process works with both platforms, ensuring you get the same powerful automation regardless of which version of QuickBooks you prefer.
We want to use QuickBooks but it is too expensive! Is there a not-for-profit discount available?
Yes there is! TechSoup offers Intuit QuickBooks for at a large discount in the US.
Eligible Intuit-approved accountants and bookkeepers can offer a discount as well. Contact Us for a few recommendations or visit the Intuit website for more information - US or Canada
Contact Us Today
We love building systems and automation for clients that love running organizations. Contact us today for a free, friendly and honest chat.