Wild Apricot Interface To Quickbooks

wild-apricot-review

How do you manage a small business? Have you ever thought about how to manage a small organization?

And don’t forget the members. These are the people who keep coming back for your services. There’s software that can help you organize your life. Wild Apricot is the 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 check out this video by Wild Apricot Membership Software on YouTube that gives a quick overview. After, you will want to read the rest of the article for a more comprehensive review of Wild Apricot.

Management at Your Fingertips Wild Apricot Interface To Quickbooks

Wild Apricot is a cloud-based management software to keep tabs on any transaction within your business. They include members, events, and cash transactions.

You can get a 30-day trial of the software for as many as 50 users, but only with certain features.

The robust features make it easy to manage. Wild Apricot is available on the web, or you could use their mobile app for both iOS and Android devices. This makes accessibility easy to key people in your current institution.

Useful Features for Your Business

Wild Apricot has you covered if you run a non-profit company. They have a drag-and-drop website builder that lessens the need for web development experience.

Financial reporting tools are also available to help track all transactions, cash, debit, and credit. All of them are kept in an all-in-one platform for any coordination necessary.

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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Database of Members

Software reduces manual work and creates one integrated data system. Information collected here can be through the web or through mobile apps. The database can be used to customize membership levels, renewals, and it’s easily manageable.

Members of the organization have access to their personal information and can update it whenever they wish. Members can access their profiles to gain more services.

You could also create a directory that the owners can follow. The database will be synchronized 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 gives you when would be an excellent time to schedule any event for your members.

Events can be presented visually in a calendar format or as a list format. It doesn’t matter what format you prefer. You can customize them to suit your needs and the members’ wishes, so that each side receives their own benefits.

You could also put up some added perks to make things enticing.

Let’s take an example: A live webinar can bring in new members while a private session encourages peers to sign up. A specific number of participants can help business owners reap the benefits of their events.

As Wild Apricot is cloud-based, the staff in charge can schedule anything on the dot, as long as you have an Internet connection.

It is not integrated into any social media. Meaning you have to share the information manually, even if it’s all set up 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. You can generate financial reports showing any payment status, income source and any outstanding debts.

If you’re the kind of business that needs to know where the cash flow goes, this is the one for you. They can also be used to sort any type of transaction!

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 beneficial if you don’t want your members sorted into a different site for another business. There are many themes to choose from or you can make your own. The editor can customize your page, and they are saved through the cloud.

If your organization needs a custom domain, you may need to consider having a paid subscription. 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

Wild Apricot allows you to set up an online shop. Products can be added, removed, or sorted out with seasonal prices. Payments will be processed securely through the system.

Wild Apricot also has the option to let them be the ones in charge of logistics. They accept any product, digital or physical. You can also sell ebooks or videos.

Let’s take an example of ebooks: basic 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. It works the same way as any other online payment gateway. Simply enter your card details and the payment will be processed. Rest assured that this process is secured both ways.

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

There would be invoices and receipts to know that you’ve made a deal. 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. Clients or members based in other countries might need to look for alternative payment options. They can still use the software’s other useful features, however.

Members can use popular payment channels like PayPal or Stripe if one is not based in the countries mentioned. This means that you don’t have to manually process everything.

Marketing and Outreach to Members

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

One of which is via email marketing. You can limit or increase the number depending on what you like.

With various email templates to select from, you can have a professional email or a personal one that’s even mobile-friendly. Wild Apricot tracks all the emails’ delivery, clicks and opens. This data will be needed to know whether your strategy is working.

Pricing Plans

There is a free trial for 50 members, as we have already mentioned. There are 7 options available if you’d like to have more features for a larger group. The table below summarizes their offerings at present.

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Having the starting price at $48, it’s rather a reasonable deal. The table shows Wild Apricot is not giving up on a fight with its competitors.

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

Any plan can be used. You can use it with or without a plan.

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Conclusion and Recommendations

Wild Apricot is a great choice for any non-profit or business. Wild Apricot Interface To Quickbooks

Website management can be made easy by its ubiquitous trademark, the website builder. It can track all data, from cash transactions to marketing performance. This is a sure-fire way to increase sales. Wild Apricot Interface To Quickbooks

Although its interface may need to be redesigned for new technology, it is still compatible with older devices. You could use it even on the Free plan.

Frequently Asked Questions (FAQs). Wild Apricot Interface To Quickbooks

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

You can access Wild Apricot on the internet, and it’s compatible with iOS and Android devices via a mobile app.

Wild Apricot offers customer support

Yes! Yes! Your questions will be addressed promptly.

Are there hidden transaction fees?

No. All fees in all plans listed have no hidden fees. Wild Apricot’s plans are flat rate and you do not need to spend an additional cancellation fee if you want to stop using the service.

What does the Free trial have?

For 30 days, you get access to the base software features. After 30 days, you can choose to continue your Free or ad-free subscription. Wild Apricot is up to you if it’s something that you wish to keep using.

Can you use your emails for Wild Apricot?

Yes. Wild Apricot uses email as one of the main channels of communication between the owner and members. To keep everyone involved, you can send reminders, invoices and invitations.

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