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 Status to show just transactions that have not been exported before – that is typically a good starting point for the export and this is what the export will default to.

Use the filters on the left (or on the column headers) to filter to the transactions that you want to export.  Alternatively, you can check the box in the Select column for each transaction to export.  The export will export either:

    The transactions with a check mark in the Select column.

    OR

    If there are no check marks in the Select column, it will export all transactions currently on the grid.

Once you have the transactions on the grid that you would like to export, there are different options:

1. Select Amount to Export - select the appropriate amount to send to QB from the dropdown.

    a. Amount

    b. Tax Deductible Amount

    c. Amount Net of Processing Fee

            (Note:  this will be the amount net of processing fees paid by the donor and will not reflect the amount net of                                 processing fees paid by your organization)

2. Select Date to use for Export - select the appropriate date to send to QB from the dropdown.

    a. Transaction Date

    b. Deposit Date

3. Summary vs. Detail - select the button at the top left to switch between the 2 versions.

a. Detail - this will create individual transactions (sales receipts, invoices, deposits or payments depending on your mapping) in QB and create customers in QB for each donor in DonorView.

b. Summary - this will consolidate the transactions by date into a compound general journal entry in QB.  It will not create customer records in QB for each donor in DonorView.

For Quickbooks - Desktop version:

Click on Actions > Export to IIF File.

Save the file on your computer.

When you login to Quickbooks, navigate to File > Utilities >Import > IIF File and select the file that you saved on your computer.

You will receive a confirmation message from Quickbooks to show if it was successful or if there were errors.

For Quickbooks - Online version:

Click on Actions > Connect to Quickbooks.

You will be prompted to login to your Quickbooks Online account.

Once properly logged in, you will be returned to the export screen.

Click on Actions > Post to {Organization Name of QB File} - this will show the name of your Quickbooks company account instead of Connect to Quickbooks.

You will receive a confirmation message from Quickbooks to show if it was successful or if there were errors.