Transactions are not showing up on the QB Transaction Export Grid screen in DonorView

There could be a few reasons for this:

1. If the transaction was previously exported to Quickbooks, it will be marked as exported and will not show on the export screen by default. Use the Export Status filter on the left to select Exported to show those transactions again.

2. If there is not a mapping for the For, Fund, Event & Appeal field used on the transaction, it will not show up on the export. Check these 4 fields on the gift record and compare to the entries on the QB Mapping screen.  If the combination is not shown on the mapping screen, it will need to be added.

To check the QB mapping go to the top right corner of your account > Accounting > General Ledger Mapping > Then check the For, Fund, Event and Appeal in each of these columns. The gifts and pages need to match this mapping.

Then go to a gift or a page and check the For, Fund, Event and Appeal to see if it matches the QB mapping. 

Check the For, Fund, Event or Appeal on a Gift:

Check the For, Fund, Event or Appeal on the donation, event or membership page Settings:

Donation Page:

Event and Membership Pages can be selected on the settings page or per level:

Settings step:

Setup step in the levels:

*Please note that if a page did not have the correct mapping and mapping is added after transactions have been processed only future transactions will have the correct mapping values in the For, Fund, Event and Appeals. The historical transactions will need to be edited manually or with a batch update.