How can I connect my Devote account to QuickBooks?


To connect Devote to QuickBooks;

  1. Go to the “Settings” tab

  2. Click on “Organization Settings”

  3. Navigate to “Integrations”

  4. Click on “Connect to QuickBooks”

Integrating QuickBooks with a Devote account offers numerous benefits for nonprofit organizations. Firstly, it streamlines the financial management process by automating data transfer, eliminating the need for manual entry and reducing the risk of errors. This integration allows transactions made with the Devote card to seamlessly sync with QuickBooks, ensuring real-time updates of expenses, receipts, and categories.

Secondly, the integration simplifies the reconciliation process, providing a clear and accurate view of financial activities. The seamless flow of information between Devote and QuickBooks enables nonprofits to have a comprehensive overview of their expenses, facilitating budgeting, forecasting, and preparation of financial reports.

Lastly, this integration enhances data security by eliminating the need to share sensitive financial information across multiple platforms, ensuring the utmost protection for sensitive financial data. Overall, integrating QuickBooks with a Devote account empowers nonprofits with efficient financial reporting, improved accuracy, and enhanced security for better expense management.


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