Connect Planning Center to Quickbooks like Magic
How to Use Magical to Transfer Data from Planning Center to Quickbooks
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Transfer Data from Planning Center to Quickbooks: A Step-by-Step Guide
With Magical, you can transfer data from Planning Center to Quickbooks in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Planning Center to Quickbooks, helping you streamline your financial management and church management processes.
More Planning Center integrations with Magical
What Planning Center data can you transfer
Magical enables you to transfer a wide array of data from Planning Center to Quickbooks. Here are some examples of the information you can extract:
Donor Name
Donation Amount
Donation Date
Donation Purpose
And move more types of information by creating your own custom labels.
How to Transfer data from Planning Center to Quickbooks using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Planning Center to Quickbooks for more efficient financial management. Follow these steps:
Sign in to your Planning Center account and open the donation record containing the data you want to transfer, such as donor information and donation details.
In Planning Center, label the information you want to transfer with Magical, like Donor Name, Donation Amount, or Donation Purpose.
Sign in to your Quickbooks account and open the record where you want to add the Planning Center data.
Type "//" in an empty field and select the information you want to transfer from Planning Center such as Donor Name, Donation Amount, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Planning Center and Quickbooks
Efficient financial management is crucial to maintaining smooth operations in any organization. Planning Center is a powerful church management platform and Quickbooks is a robust financial management solution. Combining the capabilities of these two platforms can significantly enhance your financial management efforts. By leveraging Magical, you can easily move information from Planning Center to Quickbooks, allowing you to focus on managing finances and improving operational efficiency.
Other ways to connect Planning Center and Quickbooks
Using Zapier
Zapier provides a seamless connection between Planning Center and Quickbooks, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time
Using an API
An additional approach to integrate Planning Center and Quickbooks is by directly utilizing their APIs. By integrating both APIs, you empower finance and church management teams with real-time donation insights, fostering improved communication and a superior management experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
