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IntegrationsQuickBooks Online

QuickBooks Online

The QuickBooks Online (QBO) integration syncs income and categories so your accountant doesn’t have to duplicate work.

What syncs

Concept in MinistriumMapping in QuickBooks
Completed donationSales Receipt or Deposit
Recurring (successful charge)Sales Receipt + “Recurring” memo
RefundRefund Receipt
Fund (Tithes, Missions, Building)Class or Account (configurable)
CampusLocation (QBO class)
DonorCustomer (created or linked by email)
Stripe feeExpense Account “Processing”
Bank payoutBank Deposit

Connect

  1. Integrations → QuickBooks Online → Connect.
  2. OAuth with Intuit (sign in to your QBO).
  3. Pick the Realm (company if you have several in QBO).
  4. Map funds to Class/Account in QBO.
  5. Enable.

From that point on, every completed donation creates a Sales Receipt in QBO in under 5 minutes.

Historical backfill

By default donations sync from the connection date forward. To bring history:

Integrations → QBO → Backfill → pick range → confirm.

> ⚠️ Large backfill (> 6 months, > 5,000 transactions) takes hours and consumes QBO API credits. We recommend running overnight.

Idempotency

Each Sales Receipt is created with an External ID = the Ministrium donation ID. If retried for any reason, QBO de-duplicates.

Donation ID: don_abc123 External ID in QBO: ms-don_abc123

You’re safe from double-counting income on network retries.

Error handling

If QBO rejects a Sales Receipt (duplicate customer email, unmapped fund, etc.):

  1. The donation enters sync_failed state in Ministrium.
  2. It appears in Integrations → QBO → Errors with the QBO message.
  3. finance_admin fixes it (remap fund, edit customer) and retries with one click.
Reports in QBO

Once synced, native QBO reports work as-is: P&L, Balance Sheet, Statement of Activities (form 990 friendly), all of it.

Limitations

  • QuickBooks Online only, not Desktop. For Desktop, export CSV monthly.
  • One QBO company per church (tenant). If you have 2 separate legal entities, that’s 2 Ministrium tenants.
  • Custom fields in QBO are not supported in MVP. Use Class and Location for all splits.
  • Multi-currency: if your QBO is USD but you receive MXN, donations convert at the day’s FX rate (Stripe rate) and post in USD.

Disconnect

If you decide to stop syncing, Integrations → QBO → Disconnect. Already-synced donations remain in QBO; new ones stop flowing. Reconnecting later resumes flow (no resync of the gap period unless you request a backfill).

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