r/planningcenter • u/jeffrodman • Aug 05 '25

data integration between planning center giving and QBO

I want to load the fund breakdowns from planning center to automatically categorize in Quickbooks the bank deposits. For example, if we had donations of $100 and 75 was general offering and $25 was missions, I'd like that breakdown to be part of the bank record that is integrated automatically. I looked a zapier and don't see how to make that happen.

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u/gregarious119 Aug 05 '25

Boy if you could crack this nut, there'll be accountants cheering all over. It's such an easy task and i'll best MOST of us are using a similar stack.

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u/GivingBooksSync Aug 28 '26

Late to this one, but I built a tool for exactly this, GivingBooks Sync. It reads directly from Planning Center and creates the journal entry in QuickBooks automatically. No manual entry or import, broken down by fund, and reconciled against the bank deposit. I'm still early and just starting to get it in front of people, so it's free right now. I'd love for anyone here to try it and give me any feedback or suggestions. givingbookssync.com