Recipients (Service item)

Recipients (Service item)

In the default Recipient items mode, a QuickBooks Online Service Item can create or update a recipient in Gratona when inbound sync is allowed and its program and Service Item mappings resolve. An existing linked or matching recipient is reused. When several programs are configured, the mapped item category identifies the intended program; an item with no resolvable program is not added to an arbitrary program.

In Recipient items mode, creating a recipient in Gratona can create a Service Item in QuickBooks when the program Sync Type and mappings allow it. In Existing QuickBooks item mode, program donations reuse the selected item: recipient changes do not create, update or deactivate QuickBooks items, and inbound shared items do not create recipients. See Use an existing QuickBooks Service Item for a program.

In Recipient items mode, the QuickBooks Service Item name uses the program field mapped to Name when that field has a value. Otherwise, Gratona uses the recipient name built from the program form’s title fields.

Below is how to create a recipient

New Entity

Below is how to create a Service in QuickBooks

For Recipient items mode, create or edit Service Items in QuickBooks Online, then confirm their linked recipients in Gratona. Configure direction, program mapping and item category before relying on automatic creation. See the QuickBooks Online integration overview.