When using two platforms together, your first question might be is there an integration? Is there something that could make the two work together? If you’re coming to Subsplash and want to continue to utilize Quickbooks, there’s a way to make both work together without integration.
The answer is really simple. You would need to make sure that you have the same bank account linked in Subsplash and Quickbooks. Then, once funds are deposited in your bank account, that data will automatically populate into Quickbooks and Subsplash.
Next, you would pull up your latest Transfer in Subsplash and the latest data in Quickbooks and compare the two to make sure that the amounts line up. You can open up two windows on your desktop and compare them side by side, or you can export both sets of data to a CSV and print them. If you are looking for fund totals, your Transfer sheet in Subsplash provides those as well as our Fund Summary Report under the Analytics & Reports tab.