Frequently Asked Questions

Ideal Allocations is an allocation and consolidation tool designed for nonprofit organizations. It integrates with QuickBooks Online to automate expense allocations across classes, locations, and projects, generating audit-ready journal entries.

Click the 'Sign in with Intuit' button on the homepage. You'll be redirected to QuickBooks to authorize the connection. Once authorized, you can select which company to connect and start creating allocations.

Ideal Allocations supports two main allocation types: Payroll allocations (for distributing payroll expenses) and General allocations (for distributing other expenses). Each type can be allocated across classes, locations, or projects based on your allocation templates.

An allocation template defines how expenses should be distributed. For example, you might create a template that allocates 40% to Program A, 35% to Program B, and 25% to Administration. These templates can be reused for multiple allocations.

Journal entries created by Ideal Allocations can be edited directly in QuickBooks. However, if you need to change the allocation itself, you'll need to create a new allocation with the corrected parameters.

Ideal Allocations operates on a subscription basis. After your trial period, you'll need an active subscription to continue creating allocations. Existing data and journal entries remain accessible even without an active subscription.

Yes. We use industry-standard encryption and security practices. Your QuickBooks credentials are never stored on our servers—we use OAuth 2.0 authentication provided by Intuit. All data is encrypted in transit and at rest.

Yes! You can connect multiple QuickBooks companies to your Ideal Allocations account and switch between them easily from the company selector in the header.

If you disconnect your QuickBooks account, Ideal Allocations will no longer be able to create new journal entries for that company. Your existing allocation history will remain visible in Ideal Allocations, and any journal entries already created in QuickBooks will remain unaffected.

For support, please visit our contact page or reach out to Fiddlers Solutions directly at fiddlers-solutions-site. We're happy to help with any questions about allocations, integrations, or nonprofit accounting best practices.