Wild Apricot Sync To 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. 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. Membership coordination will never be the same again.

This review will discuss Wild Apricot’s pricing and capabilities, regardless of whether or not you plan to use it in your business. Let’s get going, shall we?

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

Management at Your Fingertips Wild Apricot Sync To 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.

You can get a 30-day trial of the software for as many as 50 users, but only with certain 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 allows you to make it easy for key personnel in your institution to access Wild Apricot.

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. They all can be accessed from one platform, allowing for easy coordination.

Alongside its offerings, this can provide specific services which will be beneficial to your business. The UI may be a bit all over the place at first, yet its many features make it a cut above the rest.

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Membership Database

Software reduces manual work and creates one integrated data system. 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.

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.

For the owner’s side, you could create a directory for the members to 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. 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. A specific number of participants can help business owners reap the benefits of their events.

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

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

To organize all finances, the software includes a financial tracking system. 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 also be used to sort any type of transaction!

Website

All Wild Apricot subscriptions include AWS website hosting. Like before, you can build a website with premade templates or through drag and drop.

This is beneficial if you don’t want your members sorted into a different site for another business. Many custom themes are available to select from, and you can create your own from scratch. 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. A subdomain is not included in the free plans.

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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. As they say, money makes the world go round.

Wild Apricot allows you to add a donation button and include goals. 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. You can add, remove, or sort out seasonal prices for products. 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. In other words, you can sell ebooks and videos.

Let’s take an example of ebooks: basic recipes or basic math. Any form of education that’s easily digestible will make your products worth buying. 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.

They have processing fees at 2.9% plus $0.30 per transaction, where any payment goes 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.

However, not all countries support this. 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.

One of which is via email marketing. 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

There is a free trial for 50 members, as we have already mentioned. 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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It’s a great deal with a starting price of $48, which is quite reasonable. This table shows that Wild Apricot won’t give up on its fight against its competitors.

Wild Apricot caters to a variety of demographics. 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. Wild Apricot Sync To Quickbooks Online

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 Sync To 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). Wild Apricot Sync To Quickbooks Online

What is Wild Apricot?

Wild Apricot is a cloud-based management software for organizations of all sizes that arranges events, 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.

Does Wild Apricot offer customer support?

Yes! Yes! 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’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?

You have access to the base software features for 30 days. 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.

Are you able to use your email for Wild Apricot?

Definitely. Wild Apricot relies on email to communicate with its members. You can send out reminders, invoices, and event invitations to keep everyone engaged.

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