Integration Wild Apricot With Quickbooks Online

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Keeping track of all your members can be a headache. Apart from monitoring each member’s statuses, you need to organize events, ensure everyone is updated and oversee funding and budget. Most huge organizations segregate the tasks to different people, but the smaller ones have to do it independently.

If you’re short on staff, doing it all can eat up your time. These tasks will be your sole focus to keep your organization running.

Wild Apricot allows you to manage your company through the cloud, saving you time and money. It’s a membership management software that can help you take control of your online presence and marketing.

This article will give you a brief overview of Wild Apricot. We’ll take an in-depth look at its benefits and how it can help you.

If you prefer watching videos instead, here’s a review by Wild Apricot Membership Software on YouTube that can give a short overview of Wild Apricot. They’ve also given a few insights that can help you utilize Wild Apricot.

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What is Wild Apricot? Integration Wild Apricot With Quickbooks Online

Wild Apricot is one of the most popular membership management solutions used by organizations, associations, nonprofits, chambers of commerce, and even charities and clubs.

It’s a great way to track and easily communicate with your members. Administrators can create event reminders, track new member signees, and even send newsletters to members. It can also be used to scale up and manage events. You can manage up to 15,000 members depending on which plan you choose.

Apart from tracking member information, it has features that enable users to organize events, sell goods and merchandise, and even send emails. It’s simple to use Strip and PayPal when you shop at the organization’s website.

Wild Apricot members have the option to create a page on a website builder. This allows them to choose between a private or public site that can be accessed only by their committee members, administrators, and members. It’s easy to keep track of events since they included widgets. You can add donation forms, directories, and even event calendars on your customized page or site.

Integration Wild Apricot With Quickbooks Online

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What are the Benefits of Using Wild Apricot?

Wild Apricot can help you keep track of your growing organization. It’s a complete membership management platform that will simplify menial tasks, so you have more time to focus on other activities.

Using this platform can help you in many ways. Here are some of the benefits.

Integration of member data and events

Wild Apricot will manage all your events without you having to purchase a separate service. It integrates its data with the organization’s database.

That’s why it’s easier to create and manage events. You only need to add images, details and attach an online registration form. The best part? It can be done in just a few minutes. It’s not hard to do either.

You can also send reminder emails to your members if you have an event coming up.

You can even download their app so that you can easily manage your members and register event walk-ins from your phone.

The transaction process for events that have been paid is easy. You won’t need to process any cash or checks since Wild Apricot accepts PayPal and Stripe. Every transaction is recorded in the database making income tracking easy for the team.

Application processes simplified

It can be a lot of paperwork when you’ve got new members and applications. Keeping track of all these processes can be time-consuming too. It’ll allow you to easily manage the old members and the new ones through its built-in database.

If you also need membership renewals, you won’t have to chase them one by one. Wild Apricot makes it easy to create automatic reminders and invoices regarding membership fees. It integrates seamlessly with PayPal so you can pay online.

Your members can make some changes to their profiles if they wish.

They can update their information anytime they want. This is in sync with their mobile app or when they access their profile through the website.

The pages for members can be customized as mentioned above. You can add their access levels or tiers to their page depending on the membership plan. If you allow it, they can also view other members’ profiles using a membership directory.

Additionally, one of the best things about data accessibility is that Wild Apricot allows you to import data from a different management service. Transitioning to the software is easy and doesn’t take up too much of your time.

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Optimizes and improves your online presence

Everyone uses social media today to promote their company and events. Although social media has many benefits, it is not sufficient to increase your visibility. It’s not that flexible compared to having your website.

But creating your website is difficult. Wild Apricot makes it easy to learn coding and save money on hiring a web designer. AWS allows them to host and build websites.

You can also use their templates to create websites. All you need to do is choose which template works best for you. You can also customize it by creating your template, selecting a color scheme, and adding your photos.

They also indicate the changes you’ve made in green so you can track your progress and changes. Additionally, you won’t need to make adjustments for different devices. It has already been optimized for mobile or PC users.

For users who already have a website, Wild Apricot allows you to incorporate widgets in your applications, calendars, and even in your donation forms. The plugin for WordPress is also available.

What is Wild Apricot’s relationship with other apps?

To make it easier to manage your website, Wild Apricot has allowed customized integrations that will be based on what your company or organization needs. These are the ways you can integrate it to other websites or applications:

Wild Apricot’s Login plugin is all that you need for WordPress. It will give your users a single sign on screen. You can also restrict access to WordPress content to certain members.

They even added Integromat to help in building workflows. It’s great for connecting in between apps and automating any manual process. You can connect to 230 apps with no programming required.

Wild Apricot uses webhooks to notify external services when there are any changes or updates in your account.

Even the single sign-on service from Wild Apricot can help in integrating with a different website. The widgets can be added too.

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Wild Apricot Summary

Here’s a quick overview of Wild Apricot. We included their key features as well as the pros and cons of using their service. Integration Wild Apricot With Quickbooks Online

Here are the main features of Wild Apricot:

  • Has a public website and private page builder
  • Membership directory
  • Automated donation and registration form
  • Event management and timer
  • Email marketing

Pros

  • Supports Android & iOS
  • You can access the web
  • Cloud-based
  • We can help you with your membership tracking
  • The database can be imported from another service
  • It’s easy to customize

Cons

  • You have two payment options: Stripe and PayPal
  • No ID membership system
  • The system tends to make duplicate reports

Conclusion

Wild Apricot software can be used to manage your organization seamlessly. It includes tools to assist you in managing your memberships and organizing upcoming events. Integration Wild Apricot With Quickbooks Online

This program is all-in-one and can be used to help with administrative tasks like sending emails to members or making financial reports. Although it’s not a great stand-alone tool when it comes to social media management, Wild Apricot alone can help you build your online presence.

Software includes many tools that can be used by small and medium-sized membership clubs and organizations.

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FAQ Integration Wild Apricot With Quickbooks Online

Are there any system requirements for Wild Apricot?

If you’re using a PC or laptop, the resolution screen needs to have at least 1280 pixels for the width.

Does Wild Apricot work on any type of browser?

Wild Apricot is compatible with all browsers. However, if you want to get the best experience, the browsers that are most compatible with Wild Apricot are Microsoft Edge, Google Chrome, Safari, and Firefox.

Are there any additional charges?

Wild Apricot charges no additional transaction fees. Wild Apricot gives you what you pay for. If you want to see the complete list of the plans and the corresponding features, just head over to their website.

Is there a free program?

Wild Apricot has a pricing structure. Wild Apricot offers a 30-day trial for those who want to give it a try.

Do tutorials exist for Wild Apricot?

To help you get started, Wild Apricot offers video tutorials. These tutorials can be found on Wild Apricot’s website. Log in to access Tutorials or Webinars.

When are email confirmations sent?

It depends on the type of event that you are hosting. If the event is free, an email confirmation will be sent once the administrator or member has completed registration.

If the event has a registration fee, it will be sent after the team has confirmed it has been paid.

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