QuickBooks Dashboard

The QuickBooks Dashboard gives you an overview of all aspects of your QuickBooks integration with Eleo.

1. To access the QuickBooks Dashboard, go to QuickBooks > Dashboard.

2. The top section will show the status of your integration, as well as the company information of the QuickBooks account that you are connected to. It also will show the Integration Type you selected when setting up your integration, along with the date and time of your last Contact and Gift Syncs.

3. The middle sections show the breakdown of contacts and gifts in Eleo, the number that’s been linked or sent to QuickBooks, and the number of those that have not linked or sent. You also have the option to ‘Link Contacts’ or ‘Send Gifts’ from this screen. For more information on these features, please see the help guides in the Library.

4. The final section is the Fund Settings. This is the same section that you will find under Settings > QuickBooks Settings. You can edit which QuickBooks account is connected to each Fund in either location.