Connect Quickbooks to Everyaction like Magic
How to Use Magical to Transfer Data from Quickbooks to Everyaction
Connect your apps with ease
Transfer Data from Quickbooks to Everyaction: A Step-by-Step Guide
With Magical, you can transfer data from Quickbooks to Everyaction 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 Quickbooks to Everyaction, helping you streamline your financial and fundraising processes.
More Quickbooks integrations with Magical
What Quickbooks data can you transfer
Magical enables you to transfer a wide array of data from Quickbooks to Everyaction. Here are some examples of the information you can extract:
Invoice Number
Customer Name
Amount Due
Due Date
And move more types of information by creating your own custom labels.
How to Transfer data from Quickbooks to Everyaction using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Quickbooks to Everyaction for more efficient financial management. Follow these steps:
Sign in to your Quickbooks account and open the invoice or transaction containing the data you want to transfer, such as invoice details, customer information, payment status, or transaction history.
In Quickbooks, label the information you want to transfer with Magical, like Invoice Details, Customer Information, Payment Status, or Transaction History.
Sign in to your Everyaction account and open the record where you want to add the Quickbooks data.
Type "//" in an empty field and select the information you want to transfer from Quickbooks such as Invoice Details, Customer Information, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Quickbooks and Everyaction
Efficient financial management and fundraising are crucial to the success of any organization. Quickbooks is a powerful accounting software and Everyaction is a robust fundraising and donor management solution. Combining the capabilities of these two platforms can significantly enhance your financial and fundraising efforts. By leveraging Magical, you can easily move information from Quickbooks to Everyaction, allowing you to focus on managing your finances and improving your fundraising strategies.
Other ways to connect Quickbooks and Everyaction
Using Zapier
Zapier provides a seamless connection between Quickbooks and Everyaction, 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 Quickbooks and Everyaction is by directly utilizing their APIs. By integrating both APIs, you empower finance and fundraising teams with real-time insights, fostering improved communication and a superior financial 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.
