How to Integrate QuickBooks with SteepleMate

How to Connect Your QuickBooks Account to SteepleMate

SteepleMate is the only cloud-based church management system certified by Intuit, offering a direct integration with QuickBooks Online. This integration allows you to post journal entries for online giving and in-person offerings directly to QuickBooks. 

With robust cash management tools, including deposit batches and detailed deposit slips, SteepleMate provides an all-in-one solution for tracking and managing church income. Donors can also retrieve their own contribution statements at any time.

If your church doesn’t have QuickBooks yet, consider getting QuickBooks Online Plus for just $80/year for up to 5 users via TechSoup.org.

Step 1: Set Up Your QuickBooks Online Account

If your church does not already have a QuickBooks Online account, you must create one before integrating with SteepleMate.

Idea
 Tip: Churches and nonprofits can get QuickBooks Online Plus for only $80/year (for up to 5 users) through TechSoup.org.

Step 2: Connecting QuickBooks to SteepleMate

Once your QuickBooks account is set up, follow these steps to connect it to SteepleMate:
  1. Log in to your SteepleMate account.
  2. From the Left Navigation Menu, go to Finance > QuickBooks.
  3. On the QuickBooks Integration page, select Login to QuickBooks.
  4. A secure QuickBooks login pop-up will appear. Enter your QuickBooks Online username and password.
  5. Click Continue to begin configuring your QuickBooks settings.

Step 3: Configuring QuickBooks Settings in SteepleMate

After connecting your QuickBooks account, you will need to configure various settings to ensure seamless integration.

Bank Accounts

  1. You will see a grid displaying your QuickBooks Online bank accounts alongside the bank accounts registered in SteepleMate.
  2. Match your SteepleMate accounts to their corresponding QuickBooks accounts.
  3. Important Notes:
  4. If you have not yet created your bank accounts in QuickBooks, do so before continuing.
  5. Inactive or frozen accounts will not appear in the list.
  6. At least one bank account must be associated for QuickBooks posting to work.

Once you’ve matched your accounts, click Continue.


Options & Preferences

Review and enable the following options for an optimized integration:


Automatically Post OfferingMate Deposits to QuickBooks

Enabling this option allows SteepleMate to automatically post online giving deposits as journal entries in QuickBooks.

If left unchecked, deposits must be manually posted via Finance > Manage Deposits.


Automatically Create Income Accounts in QuickBooks

If enabled, SteepleMate will create Income Accounts in QuickBooks automatically for any new contribution categories.

If disabled, SteepleMate will not post deposits that contain contributions without an assigned QuickBooks account.

Click Continue after selecting your preferences.


Income Account, Class & Project Synchronization

This screen maps your SteepleMate Payment Categories to QuickBooks Income Accounts, Classes, and Projects.

  1. If an income account is missing in QuickBooks, SteepleMate will:
  2. Find an existing account with the same name and link it.
  3. Create a new account if auto-creation is enabled.
  4. Prevent posting if auto-creation is disabled.


Step 4: Finalizing QuickBooks Integration

🎉 Congratulations! Your QuickBooks Online account is now connected to SteepleMate.

  1. You can return to Finance > QuickBooks anytime to update your payment category mappings, income accounts, or other settings.
  2. Your Deposits feature is now eligible to post transactions directly to QuickBooks.


Posting Deposits to QuickBooks

1. Go to Finance > Manage Deposits.

2. Select Offering Batches to include in your deposit.

3. Once the deposit status is set to Processed (typically after the funds are deposited at the bank), click Post to QuickBooks.

IdeaTip: You can update bank account links at any time by going to Finance > Banking Accounts.

      • Related Articles

      • Organization Settings in SteepleMate Free

        Welcome to SteepleMate! This guide will walk you through the essential steps to set up your Organization Settings so your church can start using SteepleMate efficiently. If you need additional help, don’t hesitate to reach out to your Account ...
      • Viewing Account Payments and Receipts in SteepleMate

        If you’re looking to view payment history, download receipts, or manage payment methods for your SteepleMate subscriptions and add-ons, this guide will walk you through the process. Access Requirements: You must be logged in as a Super User or ...
      • Canceling or Downgrading Your SteepleMate Account

        At SteepleMate, our mission is to support churches and faith-based organizations in building thriving, connected communities. However, we understand that there may be times when SteepleMate may no longer meet your ministry’s needs, or you may simply ...
      • Importing Data into SteepleMate

        Our team can import your members and finances for free! Let us handle the heavy lifting and get your data into SteepleMate without the hassle. Just send us the exported file from your previous system, or connect with your account manager for ...
      • SteepleMate Launch Roadmap: Piecing Together Your Church's Success

        Welcome to SteepleMate! We recognize the immense potential SteepleMate holds for your church, but we also understand the challenges that come with navigating unfamiliar territory. That’s why we’re here to support you every step of the way. Our goal ...
      • Recent Articles

      • How to Enter Donations from Organizations or Companies in SteepleMate

        If your church receives contributions from organizations or businesses, you can track those donations in Offering Management just like you would for individual members or guests. This article will walk you through how to properly enable and record ...
      • Troubleshooting a Black Screen on SteepleMate Billboard

        If your SteepleMate Billboard screen goes black or stops cycling through slides, it's possible that more than one instance of the Billboard app is running. This can cause conflicts or prevent the display from working as expected. Step-by-Step Fix Use ...
      • Managing Web Kiosk Submissions

        Audience: Church administrators using SteepleMate Free Focus: Reviewing and managing prayer requests, testimonies, and messages submitted through the Web Kiosk What Can Church Members Do? From the Web Kiosk, members can: Sign In for Prayer or Fasting ...
      • Viewing Account Payments and Receipts in SteepleMate

        If you’re looking to view payment history, download receipts, or manage payment methods for your SteepleMate subscriptions and add-ons, this guide will walk you through the process. Access Requirements: You must be logged in as a Super User or ...
      • Export Contribution Statements in SteepleMate

        This guide will walk you through exporting contribution statements to PDF, XLSX, and image formats. While multiple file types are available, PDF and image formats are the most commonly used. Before You Begin Before exporting, ensure you have ...