{"id":4469,"date":"2015-06-03T08:30:57","date_gmt":"2015-06-03T12:30:57","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=680"},"modified":"2026-01-05T08:00:00","modified_gmt":"2026-01-05T13:00:00","slug":"donor-management-software-for-quickbooks","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/donor-management-software-for-quickbooks\/","title":{"rendered":"Why Should You Use Donor Management Software That Works with QuickBooks?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><em>Last updated Jan 4, 2026.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A quick backstory: once upon a time, Method was known solely for its flagship CRM \u2014 a customer relationship management system that integrates seamlessly with QuickBooks. But that changed in 2014 when the Method team won Intuit&#8217;s <a href=\"https:\/\/developer.intuit.com\/hub\/blog\/2014\/10\/30\/45-app-pitches-5-judges-4-prizes-everyones-a-winner-baby-thats-the-truth\" target=\"_blank\" rel=\"noreferrer noopener\">QuickBooks Connect Hackathon<\/a> with an app designed for nonprofits.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You see, we knew that nonprofits could benefit from connecting their contact management and their accounting. But we also knew that nonprofits have unique needs that weren&#8217;t addressed by our existing CRM. So we took our winning idea and ran with it. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After surveying hundreds of small charitable organizations, collaborating with nonprofit accountants, and executing a successful beta, we launched <strong><a rel=\"noreferrer noopener\" aria-label=\"Method:Donor (opens in a new tab)\" href=\"https:\/\/www.method.me\/nonprofit-crm\/\" target=\"_blank\">Method:Donor<\/a><\/strong> in 2015. Four years later, it&#8217;s still going strong, and we love hearing how it helps nonprofits work more efficiently. If you&#8217;re in the market for donor management software, here&#8217;s an overview of what Method offers.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-method-donor-and-how-can-it-help-my-nonprofit\"><strong>What is Method<\/strong><g class=\"gr_ gr_14 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Style replaceWithoutSep\" id=\"14\" data-gr-id=\"14\"><strong>:Donor<\/strong><\/g><strong> and how can it help my nonprofit?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you work at a small nonprofit, your donor and donation data is likely scattered across email accounts and spreadsheets. You\u2019re probably also spending a large portion of your day just trying to keep up with administrative work and reporting.<br><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"\/wp-content\/uploads\/2015\/05\/nonprofit-pain-point.png\"><img decoding=\"async\" width=\"633\" height=\"329\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/nonprofit-pain-point.png\" alt=\"Cartoon of nonprofit employee working with many spreadsheets\" class=\"wp-image-5905 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/nonprofit-pain-point.png 633w, https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/nonprofit-pain-point-300x156.png 300w\" data-sizes=\"(max-width: 633px) 100vw, 633px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 633px; --smush-placeholder-aspect-ratio: 633\/329;\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the solution: mobile-friendly <a href=\"https:\/\/www.method.me\/nonprofit-crm\/\">donor management software<\/a> for nonprofits using QuickBooks. With Method<g class=\"gr_ gr_116 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep\" id=\"116\" data-gr-id=\"116\">:Donor<\/g>, you can <strong>organize<\/strong> <strong>all your donors, follow-ups, and donation history in one place<\/strong> and access them anytime, on any device. This allows you to efficiently carry out fundraising best practices, including personalized thank-you letters, timely receipting, and regular follow-ups.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/\">Method<\/a> also has a two-way, real-time integration with all versions of QuickBooks. This means you can enter donations in Method and they will automatically <a href=\"https:\/\/www.method.me\/nonprofit-crm\/\">sync to QuickBooks<\/a>, <strong>eliminating the need for double data entry<\/strong>. Your accountant will love this! Plus, with complete and accurate data in both Method and QuickBooks, reporting will no longer take hours each month.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Method<g class=\"gr_ gr_14 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep\" id=\"14\" data-gr-id=\"14\">:Donor<\/g> is also 100% <a href=\"https:\/\/www.method.me\/nonprofit-crm\/\">customizable<\/a>, allowing you to streamline workflows unique to <g class=\"gr_ gr_68 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace\" id=\"68\" data-gr-id=\"68\">your<\/g> nonprofit.<br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-does-method-donor-work\"><strong>How does Method:Donor work?<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image alignright is-resized\"><a href=\"\/wp-content\/uploads\/2015\/05\/betty_hi.png\"><img decoding=\"async\" width=\"800\" height=\"800\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/betty_hi.png\" alt=\"Cartoon of a nonprofit volunteer\" class=\"wp-image-5908 lazyload\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/800;width:249px;height:249px\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/betty_hi.png 800w, https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/betty_hi-150x150.png 150w, https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/betty_hi-300x300.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/betty_hi-768x768.png 768w\" data-sizes=\"(max-width: 800px) 100vw, 800px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s say you have a new volunteer starting today &#8211; welcome, Betty!<br><br>You\u2019re busy with an upcoming <a href=\"https:\/\/www.method.me\/blog\/3-strategies-to-plan-top-notch-fundraising-events\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"event (opens in a new tab)\">event<\/a>, so you\u2019d like Betty to enter a stack of checks and send tax receipts. Luckily, Method<g class=\"gr_ gr_77 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep\" id=\"77\" data-gr-id=\"77\">:Donor\u2019s<\/g> simple user interface is so intuitive, your new volunteer can get going within minutes \u2014 no training necessary!<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Here\u2019s how easy it is for Betty to record a donation from Errol, who has sent a nice letter and a $500 check:<\/strong><br><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Because Errol is a first-time donor to your organization, Betty quickly enters his contact info into the donor management software.<\/li>\n\n\n\n<li class=\"\">Betty then enters the donation and splits it between two of the organization&#8217;s programs, as requested in Errol&#8217;s letter.<\/li>\n\n\n\n<li class=\"\">Behind the scenes, Errol&#8217;s contact details and donation automatically transfer over to QuickBooks (just the way your accountant likes it!).<\/li>\n\n\n\n<li class=\"\">With one click, Betty sends Errol a personalized \u2018<a href=\"https:\/\/www.method.me\/blog\/9-tips-for-excellent-donor-thank-you-letters\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"thank-you (opens in a new tab)\">thank-you<\/a>\u2019 email and tax receipt directly from Method.<\/li>\n\n\n\n<li class=\"\">Lastly, she schedules a reminder in <a href=\"https:\/\/www.method.me\/\">Method<\/a> to follow up with Errol in two weeks to start building a <a aria-label=\"long-term relationship (opens in a new tab)\" href=\"https:\/\/www.method.me\/blog\/nonprofit-donor-retention\/\" target=\"_blank\" rel=\"noreferrer noopener\">long-term relationship<\/a>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"\/wp-content\/uploads\/2015\/05\/method-donor-launch-blog-1.png\"><img decoding=\"async\" width=\"1000\" height=\"563\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/method-donor-launch-blog-1.jpg\" alt=\"Cartoon showing how to use Method donor management software\" class=\"wp-image-5916 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/method-donor-launch-blog-1.jpg 1000w, https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/method-donor-launch-blog-1-300x169.jpg 300w, https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/method-donor-launch-blog-1-768x432.jpg 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1000px; --smush-placeholder-aspect-ratio: 1000\/563;\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">And there you have it. With Method<g class=\"gr_ gr_6 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep\" id=\"6\" data-gr-id=\"6\">:Donor<\/g>, your team regains hours each week and you can cultivate stronger relationships with your community of donors. Most importantly, you&#8217;re spending less time on data entry and &#8220;pushing paper&#8221; and more time on the work that matters most.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If your nonprofit uses QuickBooks, finding donor management software that works with it is a must! Here&#8217;s a crash course on the benefits of Method:Donor.<\/p>\n","protected":false},"author":24,"featured_media":14320,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[26,39],"tags":[87,24,27],"class_list":["post-4469","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-nonprofit","category-quickbooks-accounting","tag-donation-management","tag-donor-management","tag-nonprofits"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Why You Need QuickBooks Donor Management Software &#8212; Method<\/title>\n<meta name=\"description\" content=\"If your nonprofit uses QuickBooks, finding donor management software that works with it is a must! Here&#039;s a crash course on the benefits of Method:Donor.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/blog\/donor-management-software-for-quickbooks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why Should You Use Donor Management Software That Works with QuickBooks? &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"If your nonprofit uses QuickBooks, finding donor management software that works with it is a must! 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