Do you provide support during the installation and after the automation is running?
AccountBridge™ support is available online via our website and support forum at no cost. For premium support via web conference and video, check out our AccountBridge™ Hero program.
Need expert help organizing your QuickBooks? Our recommended accountant directory will connect you with certified Intuit professionals who specialize in both QuickBooks and WildApricot—making your AccountBridge™ setup smooth and stress-free.
What is the cost for AccountBridge™ for WildApricot?
When is the right time to subscribe to AccountBridge™?
You can subscribe to AccountBridge™ once you’re ready to automate the import of your WildApricot data into QuickBooks Online.
The subscription allows you to schedule automatic updates of QuickBooks transactions based on WildApricot records, choosing the frequency that works best for your workflow.
You can also test AccountBridge™ without a subscription first. When you decide to automate the process, that’s the right time to subscribe.
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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 for memberships and events can be routed to account and classes as well. Sales taxes can be routed to QuickBooks taxes as well.
How are WildApricot-generated manual invoices handled by AccountBridge™?
Manual invoices created in WildApricot lack a source of revenue identification. These invoices can be mapped to an "Uncategorized" product/account and categorized manually in QuickBooks.
When WildApricot administrators create invoices with multiple line items — such as memberships and event registrations on the same invoice — the invoice will still be imported. However, without a clear revenue origin, AccountBridge™ cannot accurately assign it to a specific product or class.
To avoid this, administrators should use WildApricot's built-in modules to create invoices rather than creating manual invoices: renew or add memberships directly through the membership module, record online store purchases through the store, create donations in the donations module and register contacts through the event module. This ensures each transaction is generated with a proper revenue source and can be accurately imported into QuickBooks using AccountBridge's configured invoice and donation mapping rules.
How are refunds generated in WildApricot handled by AccountBridge™?
AccountBridge™ does not automatically reverse any payments that have been imported into QuickBooks. When a refund is issued in WildApricot, that same refund has to be manually applied inside QuickBooks.
How are voided invoices handled by AccountBridge™?
AccountBridge™ does not migrate voided invoices to QuickBooks Online. Only active records are included in the synchronization process.
Can data in QuickBooks get imported into WildApricot? Is the import two-way?
AccountBridge™ features a one-way automated import into QuickBooks, your organization's authoritative system of record for all financial records. We recommend that all financial operations are recorded as invoices and payments in WildApricot to ensure all revenue is imported into QuickBooks. Think of WildApricot as your revenue system that records all your revenue whether it is related to a specific WildApricot module or otherwise. Once an invoice and payment is in the WildApricot's financial module it can be imported with AccountBridge™ using the configured business rules automatically.
What will my bookkeeper or treasurer do once AccountBridge™ is operational?
AccountBridge™ will reduce the need for manual work. So if your treasurer or accountant/bookkeepper is volunteer they can focus their efforts elsewhere like helping you run fundraising and program events or create financial reports with better data. They can also start participating to manage better invoicing and financial practices inside of WildApricot. If they are paid for their manual efforts you can reduce your administrative cost by relieving them of their clerical 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. The built-in WildApricot 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 the same as your WildApricot configured nomenclature for membership levels, events, etc.
You can sync historical financial data with AccountBridge™ using the rules you have configured with confidence without resorting to massive export/import exercises.
Personify has approved AccountBridge™ as a recommended and approved solution to support automated WildApricot and QuickBooks automation. They approve and acknowledge that AccountBridge™ 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.
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
Who has access to our organization's financial data?
AccountBridge™ staff will only have access to historical synchronization when asked to assist. Configuration data for the automation is stored in the AccountBridge™ database, but the data pipeline does not retain any information. Historical synchronization and audit logs are stored for 30 days for debugging purposes in a Secure Automation Enclave hosted at Amazon Web Services. Reports are generated on demand and sent via secure means but not stored permanently in AccountBridge™.