QuickBooks (QBO) - Separate mapping rules for fees
under review
Tom Spindle
Fees need separate service items than the donations or ticket sales. A dedicated fees mapping setup in the mapping rules configuration is very important.
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Sara Mayer
Yes, we also need this feature badly!!
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Steven Fleming
This and the ability to map donations, tickets, and auction items to different accounts in QBO!
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Steve Torrey
Thank you, Tom, for setting this project up for review.
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Melanie Muckle
PLEASE DO THIS! I'm going crazy at the bookkeeping end.
Tom Spindle
updated the status to
under review
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Andrew Cook
I hope these is some progress on this soon -- it's necessary for running standards-compliant accounting without having to add a manual reclassification step on every donation received.
Without this, QBO sync really only gets us half the way there...
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Mary Kimball
Yeah I unfortunately cannot use the sync feature if it's going to treat fees as income. That's a big no no for nonprofit accounting and I am surprised that GiveButter thought this was okay.
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Mercedes Taylor-Puckett
The processing fee is categorized as an income account in your integration, which violates GAAP for nonprofits. It must map to an expense account.
Fee Accounting
Processing fees must always be recorded as an expense — never as negative income — regardless of who pays them.
Why this matters:
The governing principle is gross vs. net presentation under GAAP. Revenues and expenses are separate elements of the financial statements (FASB Concepts Statement No. 6, paragraphs 78–89). Netting an expense against revenue — which is what Givebutter is doing — violates this principle because it understates both gross revenue and gross expenses. The fact that the donor covered the fee doesn't change the nature of the fee: it's a cost nonprofit orgs incur to collect donations, full stop.
Contribution Accounting
Similarly, Givebutter must acknowledge the full contribution amount to donors. The full contribution amount for tax purposes is the contribution amount + the Processing Fee the donor has covered. If a donor contributes $100 and then also contributes $4.30 to cover the fees, the donor's total contribution is $104.30.
Mapping
For my nonprofit, we would want the mapping to provide a separate revenue option for the Contribution (contribution and donor-covered processing fee) and separate expense option for the Processing Fee (cost to org to collect contribution). Seems like each transaction would require TWO QBO transactions...a sales receipt and an expense.
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James Feagle
We definitely need all types of payments mapped. Just add fourth option to select at donation for donation type ie Auction, Donation, Ticket and then a separate mapping for fees
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Info
All types of transactions should be different mappings. We started the trial thinking this integration would be seamless. It's quite a cost bump.
Donations
Fees
Ticket Sales
Auction Item Sales
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