The transactions will be created depending on your mappings. If you export the Detail version - it will create individual transactions for the customers...

You can choose Summary or Detail when exporting the file from DonorView. If you choose Summary, then it will only bring in summary information for each ...

The import will use the Customer Name in Quickbooks to see if the customer already exists.  It will compare the Customer Name with the First Name & Last...

Place your mouse over your account name in the upper right corner and then choose Accounting > QB Transaction Export. There is a filter called Export...

Yes, you can filter the export screen and click on Export to Excel.  This will bring everything into an Excel file so that you can review it before importin...

Yes, on every transaction, you will see the debit, credit and class at the very bottom.  This is pulling from the mappings that have been entered.  If you n...

There are different options to record the credit card processing fees to Quickbooks and you should consult with your accountant to determine what method wor...