Exporting data from Donor Tools to Quickbooks is really easy. To export donation data: 

1. Navigate to the Donations tab
2. Select a date range that you'd like to export
3. Click "Export to Quickbooks". 

1. Back up your Quickbooks database
2. Go to the File menu (in Quickbooks)
3. Select Import
4. Select "IIF files"
5. Find the file that you just downloaded and click "Open".

After the file has been imported into Quickbooks, you'll be able to see any new donors in 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. 

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

Here you can find answers to the most common questions, and you can ask questions of your own. Start by browsing the Support Forum. We recommend starting in Getting Started.

Need immediate support? 

• Create a new support ticket
• Talk to us in our live support chat (9am to 5pm CST).
• Follow us on Twitter for the latest updates. 
• Email us at support@donortools.com