News & Updates
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Import invoices from Quickbooks
January 17, 2025
Organizations often ask about if financial transactions performed in JourneyCARE can by synced over to Quickbooks and the answer is YES!
But what if you want to go the OTHER way and have invoices that are created in Quickbooks automatically imported into JourneyCARE? Now, you can do that, too!
It's as easy as setting a toggle on your Quickbooks integration.
Next, the dev team is working on allowing you to import existing invoices by CSV which is a frequent request by organizations that are migrating over from other AMS platforms. So keep an eye out for that enhancement in future updates!
Are you using the built-in Ad Manager in your JourneyCARE account? We've sprinkled in even more awesomeness. Now, the Google Ads campaign builder has more configuration options aimed at providing you with more flexibility, control, and targeting capabilities. The updates include: Support for up to 15 Headlines & 4 Descriptions Keyword Match Types (Phrase, Broad, Exact) Bid Strategy: Maximise Clicks with CPC (Cost Per Click) Cap Gender and Age Targeting Display Path Inputs for Cleaner URLs
Did you know that you can create and manage contracts in JourneyCARE? This feature is perfect for speaker agreements, sponsor contracts, donor pledging, and more. New to the feature this week is the ability to add an expiration date, after which the receiver will not be able to sign the document. Simply enter the number of days after which a document should expire. The countdown begins the moment the document is sent. Optionally, you can add a reminder about any agreement that is about to expire.
