Integration Wild Apricot With Quickbooks Online

wild-apricot-review

Running a small organization? Did you ever think about the management to keep it afloat?

And don’t forget the members. They are the ones that keep coming back to your services. There’s software that can help you organize your life. Wild Apricot is its name. The future of membership coordination is here.

This review will cover Wild Apricot’s capabilities and pricing, whether you would plan to use it on your own business. Let’s get going, shall we?

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Before you continue, you may want to watch this video by Wild Apricot Membership Software on YouTube that gives a quick overview. Afterward, you’ll want to read the rest of our article for a more comprehensive review.

Management at Your Fingertips Integration Wild Apricot With Quickbooks Online

Wild Apricot, a cloud-based management tool that allows you to track any transaction in your business, is available. They include members, events, and cash transactions.

The software has a 30-day free trial for up to 50 members, albeit with limited features.

Its robust set of features can make administration within reach. Wild Apricot can be accessed online or via their mobile app. It is compatible with both iOS and Android. This makes accessibility easy to key people in your current institution.

Helpful Features for Your Business

If you’re especially running a non-profit business, Wild Apricot got it covered for you. They have a drag-and-drop website builder that lessens the need for web development experience.

The software also has financial reporting tools to track any transaction, whether cash, debit, or credit. They all can be accessed from one platform, allowing for easy coordination.

This can offer specific services that will benefit your business in addition to its standard offerings. Although the UI is a little confusing at first, its many features make it stand out from the rest.

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Membership Database

The software reduces the number of manual work into one automated data built-in. This information can be accessed via the internet or mobile apps. The database can be used to customize membership levels, renewals, and it’s easily manageable.

Even members of the organization can access and update their own information whenever they want to. Members can access their profiles to gain more services.

You could also create a directory that the owners can follow. What will be put up in the database is synced in real-time.

This will not be a problem as you won’t have to reach out personally to the member.

Event Setups

Wild Apricot can help you determine the best time to host any event for your members.

Events can be displayed visually, in a calendar, or in a list format, whatever floats your boat. They can be customized to your needs or what the member wants, so each side would get their own benefits.

To make it more appealing, you could offer additional perks.

Here’s an example: A live public webinar can attract potential new members, while a private session can encourage peers to join. Business owners can also gain from their arranged events by having a specific number of registrations.

Wild Apricot runs on cloud technology, so staff can schedule any event as long as they have Internet access.

One disadvantage is that it isn’t integrated into any social media. This means that you will have to manually share the information, even though it is already in the software. It can be troubling when you heavily rely on those channels.

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Comprehensive Financial Reports

The software has a financial tracking system to organize all finances. There’s an option to generate financial reports that show any payment status, income by source, and measuring any existing outstanding debts.

This is the right place for you if you are a business that requires cash flow analysis. They can be sorted into any form of the transaction too!

Website

All Wild Apricot’s subscriptions include website hosting through AWS. You can create a website using premade templates, or drag and drop.

This is a good option if you don’t want your members to be sorted into another site for another company. There are many themes to choose from or you can make your own. You can personalize your page using the editor, and these are saved to the cloud.

A paid subscription may be necessary if your company requires a custom domain. Free plans only get a subdomain, not a personal one.

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Donations

To make extra money for non-profit organizations, you could set up a digital tip box on your website. Although it might seem odd, it’s a good way to find another source of income. Money is what makes the world go around, as they say.

Wild Apricot lets you add a donation button, include goals, and a progress widget. You can export this data to see the total number of donations received.

Online Store

As part of Wild Apricot’s features, you can set up an online store with their service. Products can be added, removed, or sorted out with seasonal prices. The system will securely process payments.

Wild Apricot has the option of letting them handle logistics. From physical to digital, they accept all kinds of products. You can also sell ebooks or videos.

Here’s an example for the ebooks: simple recipes or basic math. Your products will be worth purchasing if they are easy to understand. They also benefit their members by having a purpose.

Payments

Payments are made through their own channel called Wild Apricot Payments. How it works is like any other online gateway: enter your card details, and the payment will be transacted. You can rest assured that both sides are protected.

There are processing fees of 2.9% and $0.30 per transaction. Any payment is sent directly to your bank account.

To prove that you have made a deal, invoices and receipts would be required. These documents can be exported to.csv file.

This is not possible in all countries. Wild Apricot clients based in the United States and Canada can only get these perks. Members or clients based outside of the said countries may need to find alternatives to payments. They can still use the software’s other useful features, however.

If you are not located in one of the mentioned countries, members can still use popular payment channels such as Stripe or PayPal. It also means you do not have to manually process all of it.

Member Outreach and Marketing

Wild Apricot allows you to choose from any type of marketing to promote the organization.

Email marketing is one of them. They can be limited or unlimited depending on your liking, so you can control the number of engagements.

With various email templates to select from, you can have a professional email or a personal one that’s even mobile-friendly. Wild Apricot even tracks the number of deliveries, clicks, and opens of the email. These data are necessary to determine if your strategy is effective.

Pricing Plans

As it was noted before, there’s a free trial available for up to 50 members. And if you want to get more features for a bigger group, you have 7 options for you to choose from. Below is a summary of their current offerings.

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Having the starting price at $48, it’s rather a reasonable deal. This table shows that Wild Apricot won’t give up on its fight against its competitors.

One advantage is that Wild Apricot can cater to various demographics, whether some are niche or generally known to many. All plans follow a flat rate which means there are no additional fees and no cancellation fees.

Any plan can be used. Whether you use it for free or with a plan, you can use the software’s capabilities.

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Conclusion and Recommendations

Wild Apricot is a great choice for any non-profit or business. Integration Wild Apricot With Quickbooks Online

Website management can be made easy by its ubiquitous trademark, the website builder. Adding the fact it can even track any form of data from cash transactions to marketing performance, it’s a surefire way to get more sales. Integration Wild Apricot With Quickbooks Online

While its UI may need a redesign for more advanced technology, having it compatible with older devices is an advantage in itself. Notably, you could even still use it on its Free plan.

Frequently Asked Questions (FAQs). Integration Wild Apricot With Quickbooks Online

What is Wild Apricot?

Wild Apricot, a cloud-based management tool for all sizes of organizations, organizes members and sales.

What devices can be used with Wild Apricot

Wild Apricot can be accessed online and via a mobile application. It’s compatible both with iOS and Android devices.

Wild Apricot offers customer support

Yes! The software has the option to use their live chat support, email, or through their forums. Your questions will be addressed promptly.

Are there any hidden transaction fees?

No. No hidden fees are included in any of the plans. Wild Apricot plans have a flat rate. You don’t need to pay an additional cancellation fee if your account is terminated.

What does the Free trial have?

For 30 days, you get access to the base software features. After the 30 days pass, you have the option to avail yourself of any subscription ad-free or continue the Free plan. It is your choice if you want to continue using Wild Apricot.

Can you use your emails for Wild Apricot?

Definitely. Wild Apricot relies on email to communicate with its members. To keep everyone involved, you can send reminders, invoices and invitations.

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