Use Wild Apricot With Quickbooks

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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. You’ll end up focusing on these tasks alone to keep the organization up and running.

If you want to save up on money and time, Wild Apricot enables you to manage your organization through the cloud. 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. This article will provide an in-depth overview of the benefits of Wild Apricot and how you can benefit from it.

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? Use Wild Apricot With Quickbooks

Wild Apricot is a popular solution for membership management that is used by associations, non-profits, chambers and chambers of commerce as well as charities and clubs.

It’s a great way to track and easily communicate with your members. Administrators can set up reminders for events, track new signees and send out 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.

It tracks member information and allows users to sell merchandise and organize events. Because of their payment integration, it’s easy to use Strip or PayPal if you buy from the organization’s online store.

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. On your site or page, you can add directories, donation forms and event calendars.

Use Wild Apricot With Quickbooks

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What are the benefits of Wild Apricot?

Wild Apricot can help you keep track of your growing organization. Wild Apricot is a comprehensive membership management platform. This will allow you to spend more time on your other activities.

This platform can be a great help 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 with the company’s database.

It’s much easier to manage and create events. You only need to add images, details and attach an online registration form. The best thing? The best part? It takes only 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.

If your event is paid, the transaction process is also simple. You won’t need to process any cash or checks since Wild Apricot accepts PayPal and Stripe. The database records every transaction, making it easy to track income.

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.

If your members want to make a few tweaks, they can also do that by accessing their profile.

They have the ability to update their information whenever they wish. 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. Depending on your membership plans, you can include their tiers or access levels on their page. They can even look at other member’s profiles, too, using a membership directory if you allow it.

Wild Apricot also allows you to import data from another management service. It’s easy to transition to the software and won’t take too much time.

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Optimizes and improves your online presence

Nowadays, everyone uses social media to promote their organization and their 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. With Wild Apricot, you won’t need to study coding or spend money on a web developer. AWS allows them to host and build websites.

You can also use their templates to create websites. You just need to choose the template that works best for your needs. You can customize the template by adding your photos, choosing a color scheme and creating your own.

You can also see the changes made in green, so you can keep track of your progress. You won’t have to adjust for different devices. It is optimized for PC and mobile users.

Wild Apricot lets users with a website add widgets to their applications, calendars, or donation forms. The plugin for WordPress is also available.

How Does Wild Apricot Integrate With Other Apps?

Wild Apricot allows you to create custom integrations that are tailored to your organization’s needs. This makes it easy for you to manage your website. You can integrate it with other websites and applications through the following ways:

For WordPress, all you need to do is to download and install Wild Apricot’s Login plugin. It will give your users a single sign on screen. It also allows you to restrict any WordPress content to some of your members.

Integromat was also added to aid in the creation of workflows. It’s great for connecting in between apps and automating any manual process. You can connect to 230 apps with no programming required.

To notify external services, Wild Apricot utilizes webhooks whenever updates or changes are happening in your account.

Wild Apricot’s single sign-on service can be used to integrate with another website. You can also add widgets.

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Wild Apricot Summary

Here’s a short summary of Wild Apricot. We included their key features as well as the pros and cons of using their service. Use Wild Apricot With Quickbooks

Here are the main features of Wild Apricot:

  • Has a public website and private page builder
  • Membership directory
  • Register and donate electronically
  • Timer and event management
  • Email marketing

Pros

  • Supports Android & iOS
  • You can access the web
  • Cloud-based
  • We can help you with your membership tracking
  • You can import the database from another service
  • Easy to customize

Cons

  • You have two payment options: Stripe and PayPal
  • Membership without ID is not possible
  • The system tends to make duplicate reports

Conclusion

Wild Apricot is a software that can help you manage your organizations seamlessly. It has tools that are made to help you oversee membership status as well as organize events and upcoming occasions. Use Wild Apricot With Quickbooks

It’s an all-in-one program that can help you with administrative tasks such as making financial reports and sending emails to all the members in one go. Wild Apricot can be used alone to help build your social media presence, even though it isn’t a great tool for managing social media.

The tools incorporated in the software are great for small to medium membership-based clubs and organizations.

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FAQ Use Wild Apricot With Quickbooks

Are there any system requirements for Wild Apricot?

A minimum of 1280 pixels is required for a laptop or PC with a resolution screen.

Can Wild Apricot be used on any browser?

Yes, Wild Apricot can be accessed using any kind of browser. If you want the best Wild Apricot experience, however, Microsoft Edge, Google Chrome and Safari are the most compatible browsers.

Does the plan have additional costs?

Wild Apricot charges no additional transaction fees. Wild Apricot gives you what you pay for. Visit their website to view the full list of plans and the associated features.

Is there a free plan?

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

Does Wild Apricot have tutorials?

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 there is a registration fee for the event, it will be sent once the team confirms that it has been paid.

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