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August 30, 2022
Question

We currently use an app to get our information uploaded into QB from our cc platform. We are unhappy with how it transfers info. New app suggestions?

  • August 30, 2022
  • 2 replies
  • 0 views
The current app is Sassant - is there something else better to use?  

2 replies

LieraMarie_A
August 30, 2022

Hi there, @toni.vogt.

 

Thanks for reaching out. I'd be happy to guide you to find the right app for your business.

 

QuickBooks Online (QBO) offers the support of thousands of various third-party applications for any functionality you may need. They're available to download through the QuickBooks App Store. While we're unable to recommend which one to use, you can look for an app that may help you with transferring your data from your CC platform by typing a keyword in the search bar. Please be sure to review carefully before connecting it to QuickBooks.

 

You can follow these steps:

 

  1. On the left panel, click Apps.
  2. Go to the Find Apps tab.
  3. Use the search bar to look for an app.

 

Refer to these articles for more info: 

 

 

Keep in touch with me here should you have any additional questions or concerns. I'm always available to help.

Fiat Lux - ASIA
August 31, 2022

@toni.vogt 

What kind of transactions do you need to import?

What is "cc platform"? 

toni.vogtAuthor
August 31, 2022

We import all of our income at the moment.   CC, checks or cash that I have input into a platform called DonorPerfect.     I put them into an excel spreadsheet with all info and then upload to QB.    

Fiat Lux - ASIA
August 31, 2022