Best Donor Management Software That Works With QuickBooks Shortlist
Here's my pick of the 10 best software from the 12 tools reviewed.
Managing a church and its finances can be challenging, especially when it comes to keeping track of donations and ensuring everything aligns with QuickBooks. You want tools that make your job easier, not more complicated. That's where donor management software comes in.
I've spent time testing and reviewing various solutions to find the best ones that work with QuickBooks. In my experience, these tools help your team manage donations, track financials, and understand your community better.
In this article, I'll share my top picks, giving you a clear picture of their features and how they can benefit your church. Whether you're looking to save time or improve accuracy, you'll find a solution that fits your needs.
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Best Donor Management Software That Works With QuickBooks Summary
This comparison chart summarizes pricing details for my top donor management software that works with QuickBooks selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for donor insights | Free demo available | From $100/month | Website | |
| 2 | Best for small nonprofits | 30-day free trial | From $45/month (billed annually) | Website | |
| 3 | Best for case management | Not available | Website | ||
| 4 | Best for community engagement | Free plan available | From $49/month | Website | |
| 5 | Best for mobile giving | Free demo available | Pricing upon request | Website | |
| 6 | Best for event contributions | Not available | From 1.99% + 39¢ per debit/credit gift OR 0.75% + 39¢ per ACH gift | Website | |
| 7 | Best for custom workflows | 14-day free trial | From $25/user/month (billed annually) | Website | |
| 8 | Best for campaign analytics | Free plan available | From $99/month | Website | |
| 9 | Best for growth tracking | Free demo available | From $99/month (billed annually) | Website | |
| 10 | Best for live streaming | Free plan available | From $29/month (billed annually) | Website |
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ChMeetings
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Gracely
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.5 -
Text In Church
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8
Best Donor Management Software That Works With QuickBooks Review
Below are my detailed summaries of the best donor management software that works with QuickBooks that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Kindful is a donor management platform tailored for nonprofits to enhance donor relationships and fundraising efforts. It provides tools for tracking donations and gaining insights into donor behavior.
Why I picked Kindful: It excels in providing detailed donor insights, crucial for informed decision-making. The platform offers visual dashboards that make it easy to understand donation trends and donor engagement. You can customize reports to focus on specific metrics that matter to your organization. Kindful's ability to sync data across platforms ensures you have a comprehensive view of each donor's journey.
Standout features & integrations:
Features include automated thank-you notes, which help maintain donor engagement and appreciation. The campaign management tools let you organize and track fundraising efforts efficiently. Customizable donation pages make it easy to align with your organization's branding and encourage donations.
Integrations include QuickBooks, Mailchimp, Stripe, PayPal, Eventbrite, Salesforce, Google Analytics, Zapier, Constant Contact, and Xero.
Pros and cons
Pros:
- Customizable donation pages
- Automated thank-you notes
- Visual dashboards for insights
Cons:
- Basic mobile app functionality
- Requires regular maintenance
Little Green Light is a cloud-based donor management and fundraising platform built for nonprofits. It helps organizations track donors, manage gifts and pledges, and organize events all in one place. With its reporting tools and integrations, nonprofits can streamline fundraising efforts and strengthen donor relationships.
Why I picked Little Green Light: This tool is tailored for small nonprofits looking for an affordable solution. It offers donation tracking, donor relationship management, and report generation. Its pricing model is based on the number of constituents, starting at $45/month, making it accessible for smaller organizations. The 30-day free trial lets you explore its features without any financial commitment.
Standout features & integrations:
Features include donation tracking, which helps your team keep accurate records. The data visualization tools allow you to consolidate and share information easily. Report generation simplifies understanding donor engagement and fundraising trends.
Integrations include QuickBooks, Mailchimp, Constant Contact, Stripe, PayPal, Eventbrite, WordPress, Zapier, Google Workspace, and Slack.
Pros and cons
Pros:
- Flexible payment terms
- Intuitive user interface
- No setup fees
Cons:
- Basic reporting options
- Limited advanced features
Sumac is a nonprofit software solution designed for organizations needing comprehensive case management capabilities. It serves nonprofits by managing donor relationships, tracking cases, and organizing fundraising efforts.
Why I picked Sumac: It's ideal for organizations that require detailed case management alongside donor management. Sumac offers customizable fields, allowing you to tailor the system to your specific needs. The platform includes tools for tracking client interactions and managing case files efficiently. Its reporting features provide insights into both donor and case data, enabling informed decision-making.
Standout features & integrations:
Features include customizable dashboards, which provide a clear overview of your organization's activities. The volunteer management tool helps you track volunteer hours and assignments. The event management feature makes it easy to plan and execute events, enhancing your fundraising efforts.
Integrations include QuickBooks, PayPal, Mailchimp, Constant Contact, Microsoft Outlook, Google Calendar, Stripe, Eventbrite, Salesforce, and Zoom.
Pros and cons
Pros:
- Supports multiple user accounts
- Detailed client interaction tracking
- Customizable fields for case tracking
Cons:
- Limited advanced analytics
- Occasional system lag
Raklet is a community management platform designed for organizations and nonprofits. It helps you engage with your community and manage memberships and events effectively.
Why I picked Raklet: It's tailored for organizations that want to enhance community engagement. The platform offers tools for creating and managing events, which is essential for keeping your community active. You can set up membership plans, allowing you to cater to different segments within your community. Raklet also provides communication tools that enable you to stay connected with your members.
Standout features & integrations:
Features include customizable membership plans, which help you tailor offerings to different community needs. The event management feature simplifies organizing and tracking participant engagement. The built-in messaging system allows you to communicate directly with members, improving engagement and retention.
Integrations include QuickBooks, Mailchimp, Zapier, Stripe, PayPal, Google Calendar, Slack, Eventbrite, Salesforce, and Zoom.
Pros and cons
Pros:
- Effective event management
- Built-in messaging system
- Customizable membership plans
Cons:
- Requires technical setup
- Limited advanced features
Pushpay is a mobile giving and donor management platform designed for churches and religious organizations. It facilitates digital donations and helps manage donor relationships efficiently.
Why I picked Pushpay: It focuses on enhancing mobile giving, making it convenient for donors to contribute via their smartphones. The platform offers a mobile app that allows donors to give easily and securely from anywhere. You can set up recurring donations, which helps maintain consistent funding for your church. The detailed reporting tools provide insights into giving patterns and donor engagement.
Standout features & integrations:
Features include personalized donor communication tools, which help you engage with your congregation effectively. The event management feature allows you to organize and track attendance for church events. Customizable giving forms make it easy to align with your church's branding and encourage donations.
Integrations include QuickBooks, Salesforce, Planning Center, Church Community Builder, FellowshipOne, Elvanto, Breeze, Mailchimp, Google Analytics, and Twilio.
Pros and cons
Pros:
- Personalized donor communication
- Secure donation process
- Enhances mobile giving experience
Cons:
- Limited customization options
- High starting price
easyTithe is an online giving platform designed for churches to facilitate donations and manage event contributions. It helps churches engage their congregations through convenient giving options and event management.
Why I picked easyTithe: It excels in managing event contributions, making it perfect for churches hosting regular events. The platform offers tools for setting up multiple giving forms tailored to specific events or campaigns. You can track contributions in real-time, giving you insights into event success. Its customizable giving pages ensure that your church's branding is consistent across all donation points.
Standout features & integrations:
Features include text giving, which allows your congregation to donate via SMS, making the process quick and easy. The recurring donation setup helps maintain consistent funding for ongoing church activities. Detailed reporting tools provide insights into donation trends and help with financial planning.
Integrations include QuickBooks, Church Community Builder, Planning Center, Breeze, Shelby Systems, ACS Technologies, Servant Keeper, FellowshipOne, Google Calendar, and Mailchimp.
Pros and cons
Pros:
- Supports text giving
- Real-time contribution tracking
- Customizable giving forms
Cons:
- Learning curve for new users
- Basic mobile app functionality
Method is a customizable CRM platform built specifically for QuickBooks users. It lets businesses automate tasks, track customer interactions, and create custom workflows that fit their processes. By syncing with QuickBooks, it ensures accurate data while improving customer management and productivity.
Why I picked Method: It's ideal for businesses that need tailored workflows and processes. Method offers multi-entity CRM management, allowing you to handle different business units seamlessly. The ability to automate email campaigns and create customer portals enhances interaction and efficiency. Its integration with QuickBooks ensures real-time data syncing, making financial management easier for your team.
Standout features & integrations:
Features include multi-entity CRM management, which helps you streamline operations across various business units. The invoicing feature allows you to manage billing efficiently, reducing manual errors. Customer portals provide a platform for clients to access their information and make payments easily.
Integrations include QuickBooks, Xero, Gmail, Mailchimp, Zapier, Google Workspace, Slack, HubSpot, PayPal, and Stripe.
Pros and cons
Pros:
- Automated email campaigns
- Tailored customer portals
- Multi-entity management
Cons:
- Occasional sync issues
- Basic reporting tools
FunRaise is a fundraising software platform designed for nonprofits to manage donations and campaigns efficiently. It offers tools that cater to organizations looking to enhance their fundraising efforts with detailed analytics.
Why I picked FunRaise: Its focus on campaign analytics makes it ideal for organizations wanting to measure and improve their fundraising strategies. The platform provides real-time data and insights, helping you track donation trends and campaign performance. You can customize your fundraising pages to align with your brand, enhancing donor engagement. Automated communication tools keep your donors informed and engaged throughout their giving journey.
Standout features & integrations:
Features include customizable fundraising pages that allow you to maintain brand consistency. The peer-to-peer fundraising feature enables supporters to create their own campaigns, expanding your reach. Real-time reporting tools provide insights into donor behavior and campaign effectiveness, aiding in strategic planning.
Integrations include QuickBooks, Salesforce, Google Analytics, PayPal, Stripe, Mailchimp, Zapier, Eventbrite, Facebook, and LinkedIn.
Pros and cons
Pros:
- Peer-to-peer fundraising
- Real-time data insights
- Detailed campaign analytics
Cons:
- Complex initial setup
- High starting price
Neon CRM is a cloud-based donor management software tailored for nonprofits. It helps organizations manage donor relationships and track growth effectively.
Why I picked Neon CRM: It offers tools for tracking donor interactions, which is essential for growth. The platform provides detailed analytics and reporting features, allowing your team to make informed decisions. Automated email marketing helps you engage donors consistently. Its customization options ensure that the tool fits your specific organizational needs.
Standout features & integrations:
Features include event management, which simplifies planning and organizing events. The volunteer management feature helps you track volunteer hours and activities. The membership management function makes it easy to handle member renewals and communications.
Integrations include QuickBooks, Mailchimp, Constant Contact, Zapier, Google Analytics, Eventbrite, PayPal, Stripe, Salesforce, and Slack.
Pros and cons
Pros:
- Strong growth tracking
- Customizable email templates
- Detailed analytics tools
Cons:
- Steep learning curve
- Complex initial setup
GiveButter is a fundraising platform designed primarily for nonprofits and event organizers. It enables users to conduct live streaming events and manage fundraising campaigns efficiently.
Why I picked GiveButter: It's tailored for organizations looking to integrate live streaming with fundraising. The platform offers real-time donation tracking, which enhances engagement during live events. You can customize your donation pages to match your brand, making them visually appealing. Additionally, the platform supports various payment methods, ensuring convenience for your donors.
Standout features & integrations:
Features include customizable donation pages that you can tailor to fit your organization's branding. Real-time analytics provide insights into your fundraising performance, helping you make data-driven decisions. The team fundraising feature allows multiple users to collaborate on a single campaign, increasing reach and engagement.
Integrations include QuickBooks, PayPal, Stripe, Venmo, Mailchimp, Zapier, Google Analytics, Facebook Live, YouTube Live, and Zoom.
Pros and cons
Pros:
- Real-time analytics
- Customizable donation pages
- Supports multiple payment methods
Cons:
- Occasional payment processing delays
- Limited offline support
Other Donor Management Software That Works With QuickBooks
Here are some additional donor management software that works with QuickBooks options that didn’t make it onto my shortlist, but are still worth checking out:
- WildApricot
For membership management
- Tithe.ly Church App
For church donations
Donor Management Software That Works With QuickBooks Selection Criteria
When selecting the best donor management software that works with QuickBooks to include in this list, I considered common buyer needs and pain points like integration ease and financial reporting accuracy. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
- Track and manage donor information
- Process and record donations
- Generate financial reports
- Integrate with QuickBooks
- Manage fundraising campaigns
Additional Standout Features (25% of total score)
- Real-time donation tracking
- Customizable donor portals
- Automated thank-you notes
- Peer-to-peer fundraising tools
- Multi-currency support
Usability (10% of total score)
- Intuitive user interface
- Easy navigation
- Minimal learning curve
- Customizable dashboard
- Responsive design
Onboarding (10% of total score)
- Availability of training videos
- Interactive product tours
- Comprehensive user guides
- Access to webinars
- Templates for quick setup
Customer Support (10% of total score)
- 24/7 support availability
- Multiple contact methods
- Access to a knowledge base
- Responsive customer service
- Dedicated account managers
Value For Money (10% of total score)
- Competitive pricing
- Transparent pricing structure
- Discounts for nonprofits
- Flexible payment plans
- Comprehensive feature set for price
Customer Reviews (10% of total score)
- Overall satisfaction ratings
- Feedback on ease of use
- Comments on customer service
- Insights on feature effectiveness
- User recommendations and referrals
How to Choose Donor Management Software That Works With QuickBooks
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Can the software grow with your organization? Consider if it supports an increasing number of donors and transactions without performance issues. |
| Integrations | Does it integrate with QuickBooks and other tools you use? Look for seamless data flow to avoid manual entry errors and time-consuming processes. |
| Customizability | Can you tailor the software to fit your specific needs? Check if you can customize fields, reports, and user interfaces to align with your workflows. |
| Ease of use | Is the software user-friendly for your team? Evaluate if the interface is intuitive and requires minimal training, ensuring quick adoption by staff. |
| Implementation and onboarding | How long will it take to get up and running? Assess the availability of resources like tutorials, training sessions, and support during the onboarding phase. |
| Cost | Does the pricing fit your budget? Consider the total cost, including setup fees, monthly charges, and any additional costs for extra features or users. |
| Security safeguards | Are donor data and financial information protected? Verify if the software complies with data protection regulations and offers encryption and secure access controls. |
| Support availability | Is help available when you need it? Look for providers offering 24/7 support through various channels like phone, email, or live chat to assist with any issues or questions. |
What Is Donor Management Software That Works With QuickBooks?
Donor management software that works with QuickBooks is a tool designed to help nonprofits manage their donor information and financial transactions efficiently. Nonprofit professionals, including fundraisers and financial managers, generally use these tools to enhance donor relationships and improve financial tracking. Donation tracking, integration with QuickBooks, and automated reporting features help with organizing donor data, ensuring accurate financial records, and saving time on administrative tasks. Overall, these tools provide valuable support for managing donations and maintaining strong donor connections.
Features of Donor Management Software That Works With QuickBooks
When selecting donor management software that works with QuickBooks, keep an eye out for the following key features:
- Donation tracking: Keeps a detailed record of all donations, helping you manage and analyze donor contributions effectively.
- QuickBooks integration: Ensures seamless data transfer between your donor software and QuickBooks, reducing manual data entry and errors.
- Automated reporting: Generates reports automatically, saving time and providing insights into donor behavior and financial health.
- Customizable dashboards: Allows you to tailor the interface to display the most relevant information for your organization’s needs.
- Recurring donation setup: Facilitates regular contributions from donors, helping maintain consistent funding for your organization.
- Event management: Helps plan and track events, enhancing engagement and providing opportunities for additional fundraising.
- Peer-to-peer fundraising: Enables supporters to create their own fundraising campaigns, expanding your reach and donor base.
- Mobile giving: Offers donors the convenience of donating through their smartphones, increasing participation and accessibility.
- Security safeguards: Protects donor and financial data with encryption and secure access controls, ensuring compliance with data protection regulations.
Benefits of Donor Management Software That Works With QuickBooks
Implementing donor management software that works with QuickBooks provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved financial accuracy: Integration with QuickBooks ensures accurate financial records by reducing manual entry and errors.
- Enhanced donor relationships: Features like automated thank-you notes and personalized communication tools help maintain strong connections with donors.
- Time savings: Automated reporting and donation tracking free up your team to focus on strategic tasks rather than administrative work.
- Increased fundraising opportunities: Tools like peer-to-peer fundraising and event management expand your reach and engagement with potential donors.
- Consistent funding: Recurring donation setup allows for regular contributions, providing a stable financial foundation for your organization.
- Data-driven insights: Customizable dashboards and analytics tools offer valuable insights into donor behavior and campaign performance, aiding decision-making.
- Secure data management: Security safeguards protect sensitive donor information, ensuring compliance with data protection regulations.
Costs and Pricing of Donor Management Software That Works With QuickBooks
Selecting donor management software that works with QuickBooks requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in donor management software that works with QuickBooks solutions:
Plan Comparison Table for Donor Management Software That Works With QuickBooks
| Plan Type | Average Price | Common Features |
| Free Plan | $0/user/month | Basic donation tracking, limited reporting, and community support. |
| Personal Plan | $10-$30/user/month | Donation tracking, QuickBooks integration, and basic reporting. |
| Business Plan | $40-$80/user/month | Advanced reporting, customizable dashboards, and event management. |
| Enterprise Plan | $100-$200/user/month | Comprehensive analytics, dedicated support, and advanced security features. |
Donor Management Software That Works With QuickBooks FAQs
Here are some answers to common questions about donor management software that works with QuickBooks:
How does donor management software integrate with QuickBooks?
Integration typically involves syncing donor and financial data between your software and QuickBooks. This ensures that donations recorded in your donor management software automatically update your QuickBooks account, reducing manual data entry and errors. Look for software that offers real-time syncing for the most efficiency.
What are the benefits of using QuickBooks with donor management software?
Using QuickBooks alongside donor management software helps streamline financial tracking and reporting. It ensures all donations are accurately recorded in your financial system, providing clear insights into your organization’s financial health. This integration also saves time by automating data transfers.
Can I customize the reporting features in donor management software?
Most donor management software allows you to customize reports to fit your organization’s needs. You can select specific metrics, donor information, and financial data to create reports that provide valuable insights. This customization helps you focus on the data that matters most to your team.
How secure is donor management software that works with QuickBooks?
Security is a top priority for donor management software providers. Look for software that offers encryption, secure access controls, and compliance with data protection regulations. These features help protect sensitive donor information and financial data from unauthorized access.
What should I consider when choosing a donor management software?
Consider factors like scalability, ease of use, integration capabilities, and cost. Evaluate how well the software can grow with your organization, how intuitive it is for your team, and whether it fits within your budget. Also, ensure it integrates seamlessly with QuickBooks for efficient financial management.
Is there support available for setting up integrations with QuickBooks?
Most providers offer support for setting up integrations with QuickBooks. This can include step-by-step guides, video tutorials, and direct assistance from customer support teams. Make sure to choose a software provider that offers comprehensive onboarding support to help you get started smoothly.
What’s Next:
If you're in the process of researching donor management software that works with QuickBooks, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.
