Ways to get Planning Center Giving into QuickBooks Online
Four approaches, and what each one puts in QuickBooks. The question that separates them: does each entry match a deposit your bank actually received?
| Approach | How it works | Price | Funds | Fees and refunds | Tie-out to the bank | Firms with many churches |
|---|---|---|---|---|---|---|
| Manual CSV and journal entriesDownload each payout from Planning Center and key it into QuickBooks yourself. | Export each payout's CSV from the Payouts tab and enter it by hand. Planning Center's own guidance: "record journal entries in your general ledger instead of individual payments." Source · Checked 2026-10-28 | You match each payout to the bank yourself, from its payout report ("a detailed view of Giving income for each payout"). Source · Checked 2026-10-28 | ||||
| Per-day or per-gift connectorFor example, a sync service that posts Planning Center gifts to QuickBooks as daily totals. The facts are one such service's, from its own pages. | One such service: "Online gifts become one journal entry per day, split by fund"; each committed cash or check batch becomes its own entry. Source · Checked 2026-10-28 | One such service: $39 a month or $390 a year, one plan, 30 days free; "a card is needed to start the trial." Source · Checked 2026-10-28 | One such service: Split by fund: "Choose the QuickBooks income account for each fund." Source · Checked 2026-10-28 | One such service: "Fees are recorded as an expense"; a refunded, edited or deleted gift gets an adjustment entry. Source · Checked 2026-10-28 | One such service: Daily totals, not payouts: "Gifts wait in a clearing account (or Undeposited Funds) until you record the deposit." Source · Checked 2026-10-28 | One such service: "Each church connects its own Planning Center and QuickBooks"; an accountant with several churches writes to support to be set up. Source · Checked 2026-10-28 |
| Native sync on another giving platformMove your giving off Planning Center to a platform with its own QuickBooks sync. | "Deposit mode rolls each day's deposits into a single QuickBooks deposit"; transaction mode creates a sales receipt for each gift. Source · Checked 2026-10-28 | No integration fee is added to that platform's bill; its own processing rates apply. Source · Checked 2026-10-28 | Each fund points at a QuickBooks income account; "anything you don't explicitly map falls to a default deposit line item." Source · Checked 2026-10-28 | You designate an expense account for its processing fees. Source · Checked 2026-10-28 | One deposit per day; at reconciliation you "match records that already exist rather than creating them." Source · Checked 2026-10-28 | |
| Deposit-matched sync (Constat)Planning Center Giving stays where it is; every payout is tied to the bank before it posts. | Gifts are grouped into the payouts your bank sees: from the payout report, or grouped from Planning Center's processing dates and held until you confirm. Nothing posts without an approver: their approval, or the auto-post rule they turn on. Works with Planning Center Giving to QuickBooks Online. Source · Checked 2026-10-28 | Church: $29 a month or $290 a year. Firm: $15 a church a month, $12 from 25 churches, $9 from 100; 5-church minimum. 30 days free, no card. Source · Checked 2026-10-28 | One QuickBooks deposit per payout, with a line for each fund using the income account and class you mapped. Source · Checked 2026-10-28 | Processing fees go to your fee account: a negative line on the deposit, or a separate expense in clearing mode. Source · Checked 2026-10-28 | Before a payout can post, it is checked to the penny against its payout report, or against the deposit amount you enter from your bank statement; a payout off by a cent is held with its likely cause. Source · Checked 2026-10-28 | A firm account shows every client church's exceptions on one screen. Source · Checked 2026-10-28 |
Each fact links to the page it comes from, checked 2026-10-28. A blank cell means the source does not say. Pages change: check the source before you decide.
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Connect Planning Center and QuickBooks, map your funds, and review the payouts Constat finds. 30 days free, no card.