Duplicate data entry is crazy talk around here. You can export and work with Quickbooks in a flash. The best part is that this functionality is free with every paid account. Exporting data from Donor Tools to Quickbooks is really easy. To export donation data:
- Navigate to the Donations tab
- Select a date range that you’d like to export
- Click “Export to Quickbook
Donor Tools will generate a Quickbooks-format IIF file that you can then import to Quickbooks. To import this file into Quickbooks:
Donors are exported as Quickbooks Customers. Donor Tools also exports the donor’s contact information that’s stored in Donor Tools: address, email, and phone number.
Donor Tools Funds are exported as Quickbooks Classes. If you use classes to track your programs, Donor Tools will assign each donation to the appropriate class. If you don’t use classes, that’s alright, Quickbooks will import the classes anyway, but they won’t be displayed on your reports. Here are some examples of Funds/Classes:
- Building Fund
- Inner City Missions Project
- Orphanage Support Fund
Donor Tools Sources are exported as Quickbooks Income Accounts, and a special Item is created in Quickbooks for each source. Here are some examples of Sources:
- Individual Contributions
- Tithes & Offerings
- Online Donations
- Golf Fundraiser
- Christmas Appeal Letter
Donations are exported to Quickbooks as Sales Receipts. Each donation becomes a separate Quickbooks sales receipt. This way, each donation is credited to the donor (or “customer”) in Quickbooks, and the donation is also credited to the appropriate income account (Source). Splits are recorded as separate income items under each sales receipt.
Here are some helpful resources for Quickbooks:
- Running QuickBooks in Nonprofits By Kathy Ivens: Amazon or read it online
- Intuit Community Help with Quickbooks
