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AccountBridge™ Knowledge Base
Navigate through our comprehensive articles to maximize your AccountBridge™ experience. Find detailed instructions and best practices for integrating and managing your financial and membership data.
Engage expert accountants to help setup QuickBooks to be ready for AccountBridge™ integration.
Learn how to securely connect your WildApricot membership management system to AccountBridge™ for automated invoice syncing.
Learn how to securely connect your QuickBooks Online account to AccountBridge™, ensuring accurate and up-to-date financial records.
Learn how to confirm your AccountBridge™ sysytem credentials for secure access and operation.
Mapping Events to QuickBooks
Events can be mapped on screen1. Event tags can also be used to create categories of events.
Mapping Membership Dues to QuickBooks
Membership applications, Membership renewals and Extra charges on memberships (eg donations) can be mapped to accounts, products and classes in QuickBooks.
Mapping Extra Charges
Extra charges can be mapped to separate accounts and classes.
Mapping Donations to Payment Receipts
Mapping Online Store Purchases to QuickBooks
Using online store tags to categorize
Using QuickBooks Products and Classes with WildApricot
Notifications from AccountBridge
Error notifications
Dealing with Refunds in AccountBridge™
Voided Invoice Issues
Upgrading and Downgrading AccountBridge™ Subscriptions
Authorizing WildApricot with AccountBridge
  1. In your WildApricot Admin view, select Apps from the sidebar menu.
  1. Select Authorized applications.
  1. Click the Authorize application button at the top of the screen.
  1. In Application authorization, select Server application and click Continue.
  1. In Application details, enter AccountBridge as the application name and select Read only.
Copy the API key to your clipboard and click Save in the top left corner of the screen.
Go to your email that is sent by Make.com after you've created your AccountBridge account, register to Make and start the credential process.
Paste or enter the WildApricot API key into the window that pops up.
Authorizing QuickBooks with AccountBridge
From the credential request screen in Make, click the Authorize button next to QuickBooks request.
Create a QuickBooks connection type. Do not use the Legacy connection type.
Login with your QuickBooks Online administrative account. If you are not logged in to QuickBooks you may have to log in with your QuickBooks Online administrative account.
You may need to turn off any browser popup blockers to ensure the following screens appear.
Successful AccountBridge Credentials
You should see Authorized next to each credential request before continuing the rest of AccountBridge setup. In AccountBridge you should also see connected next to each platform in the Confirm Connections step.
Recommended Accountants and Bookkeepers
The accountants and bookkeepers below have knowledge of AccountBridge™, WildApricot and are Intuit ProAdvisors certfied to support QuickBooks setup and configuration. If you need QuickBooks setup or reconfiguration, get in touch with them to help your organization get ready for AccountBridge™ implementation.
BOOKKEEPING SOLUTIONS