Wild Apricot Sync To Quickbooks Online

wild-apricot-review

It can be difficult to keep track of all your members. Apart from monitoring each member’s statuses, you need to organize events, ensure everyone is updated and oversee funding and budget. Large organizations often assign different tasks to different people. However, smaller companies must do each task 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.

If you want to save up on money and time, Wild Apricot enables you to manage your organization through the cloud. Wild Apricot is a membership management tool that will allow you to take control over your online marketing and presence.

If you’ve been wondering what Wild Apricot is all about, then this article should give you an overview. 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? Wild Apricot Sync To 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.

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.

There’s even a website builder where Wild Apricot members can choose to make a private page or a public website that can be accessed by their administrators, committees, and members. Widgets make it easy to keep track and monitor events. You can add donation forms, directories, and even event calendars on your customized page or site.

Wild Apricot Sync To 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. 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. Below are some of its benefits.

Integrates member data with events

With Wild Apricot, you won’t need to buy a separate service to manage your events. 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.

Aside from that, you can even send email reminders to all your members when you have an upcoming event.

Their app can be downloaded to allow you to manage your members and register for walk-ins right from your smartphone.

The transaction process for events that have been paid is easy. Wild Apricot is able to accept Stripe and PayPal so you don’t have to cash in or make checks. The database records every transaction, making it easy to track income.

Simplifies application processes

When you have new applicants and members, it can become a lot of paperwork. Keeping track of all these processes can be time-consuming too. You’ll be able to manage your old members with the new ones with ease through its built-in database that can be accessed easily.

You don’t need to contact each one individually if you have membership renewals. Wild Apricot allows you to create automated reminders and invoices for the membership fees. Since it’s fully integrated, payment can be accepted 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 information is available through their mobile app, or on the website.

As mentioned before, the pages for members are fully customizable. You can add their access levels or tiers to their page depending on the membership plan. They can even look at other member’s profiles, too, using a membership directory if you allow it.

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

Nowadays, everyone uses social media to promote their organization and their events. While it has its advantages, relying on social media alone is not enough to boost your presence. 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.

They have a template for making websites too. 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.

They also indicate the changes you’ve made in green so you can track your progress and changes. You won’t have to adjust for different devices. It is optimized for PC and mobile 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?

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. These are the ways you can integrate it to other websites or applications:

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.

They even added Integromat to help in building workflows. It’s great for connecting in between apps and automating any manual process. Without coding involved, you will be able to connect with 230 apps without any difficulties.

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. The widgets can be added too.

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Wild Apricot Summary

Here’s a quick overview of Wild Apricot. We have included key features and the pros and cons to using their service. Wild Apricot Sync To Quickbooks Online

These are the main characteristics of Wild Apricot.

  • A public and private website.
  • 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
  • You can import the database 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 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. Wild Apricot Sync To 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.

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

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FAQ Wild Apricot Sync To Quickbooks Online

Are there any system requirements for Wild Apricot?

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

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. Visit their website to view the full list of plans and the associated features.

Is there a free plan?

Unfortunately, Wild Apricot follows a pricing scheme. 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 will depend on what type of event you’re hosting. If the event is free, the email confirmation will be sent as soon as the administrator or member finishes 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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