QB Integration Deposits Per User Setting

Question

Hi, I need every user in our company should be able to set up their own Quickbooks integration Options, So if someone wants to make deposits that have all names of donors and someone wants to make deposits that is based on the accounts, It shouldn't change by everyone each time, Because it keeps on going back and forth now, and it's not really working out.

Answer 1

Added option in Fundraising in QB Integration called "Per User Setting".

Each user will need to setup a per user setting called QB Integration with one of the integration options.

If a user has nothing set, it will use Sum By Company.

Comments

So if we have our integration set up now that all users have the same integration- sum by classes, will that be impacted to? Or we have both options to choose from, Either based on user or all?

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If you look on the post date you will see that this is something that was added 2 years ago. (Sep 20, 2022).

It will not affect current users at all.

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Ok tx