Undo a QuickBooks Integration Batch

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A donation record in DonorSnap can only be pushed over to QuickBooks through the integration one time. As an intentional safety measure, this action cannot be undone so that you do not duplicate transactions in your accounting books. In the rare case where you need to push a donation record from DonorSnap over to QuickBooks again, you have one of two options:

1. Manually enter the donation records into QuickBooks without using the integration
2. Use the Excel Import tool to update your affected donation records to clear the flag marking the donation as having been integrated.

If you only have a handful of donations that are affected, your best bet is to use option 1. If you have a significant number of them, then option 2 will be the better choice. The video below walks through the steps:

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