QuickBooks Integration

You have the ability to export a batch of donations to Quickbooks by clicking on Export Batch to Excel or Quickbooks and choosing Export Batch to QuickBooks (*.iif). After pressing OK and supplying your filename an iif file will be created. The iif file can easily be imported into Quickbooks by selecting File/Utilities/Import/IIF Files... and choosing this newly created file.

We recommend you test out importing into Quikcbooks with a small batch of a few donations.

After the file has been imported into Quickbooks, you'll be able to see any new contacts in the Quickbooks customers page. All the donations that you just imported will be in Undeposited Funds. You'll need to make a deposit according to your bank statement, and then reconcile as you normally do.

- Contacts are imported as Quickbooks "Customers"
- "Funds" and the "Quickbooks Class Name" you specified when setting up the fund will be exported as Quickbooks "Classes"
- "Donation Types" and the "QuickBooks Income Account Name" you specified when setting up the Donation Type will be exported as QuickBooks Income Account Names
- "Donations" are exported to Quickbooks as Sales Receipts. Each donation becomes a separate Quickbooks sales receipt. This way, each donation is credited to the contact (or “customer”) in Quickbooks, and the donation is also credited to the appropriate income account (Source).

We recommend you Post the batch of donations to lock them down in the donation software (since you have transferred the data to Quickbooks).

Note: people use Quickbooks in different ways, if this method of transferring all the details of each donation through an iif file do not meet your needs you also have the option of exporting to Excel in various ways with our software which could then be imported into Quickbooks or whatever accounting software you currently use.

A screenshot of how you import an iif file from Quickbooks.