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QuickBooks Online sync
Dues, donations, event revenue, and refunds post to QuickBooks as invoices, payments, or journal entries. Map transaction types to accounts once.
Feature · QuickBooks integration
QuickBooks integration for member-based organizations
Direct sync to QuickBooks Online for dues, donations, event revenue, and refunds. Map Covey transaction types to QuickBooks accounts once; sync runs on the schedule you set.
01 · What's inside
Everything quickbooks integration should do.
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Scheduled sync
Nightly, weekly, or manual. Choose what fits your close cadence.
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Class and location support
Map chapters, programs, or funds to QuickBooks classes or locations for segmented reporting.
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Reconciliation report
Pre-sync report shows what will post. Post-sync report shows what did. Exception list for manual review.
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Refund handling
Refunds post as reversing transactions. Matches the audit trail your accountant expects.
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Xero option
Xero is supported with the same pattern. QuickBooks Desktop handled via scheduled CSV export.
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Tax-exempt handling
501(c)(3) transactions flagged as tax-exempt. Sales tax applied only where required.
02 · How Covey thinks about this
What makes it feel different.
Considered interface
Legacy membership platforms feel like they were designed in 2008. Covey is built by a small team that treats typography, spacing, and the quiet details as the product.
48-hour human migration
A real human pulls your members, levels, events, payment history, email templates, and posts from your existing platform. You're live on Covey inside 48 hours, not six weeks.
100% human support, every plan
No support tiers, no ticket queues that take four business days. Every plan includes a real person answering your questions, often the same person who wrote the feature.
Pricing you can read
One page, plain numbers, no 'contact sales.' The price you see is the price you pay. Migration is included, onboarding is included, support is included.
Ready when you are
See quickbooks integration in action.
Join the betaPrivate beta · No credit card · 48-hour migration from any platform