In This Article:

    Finance Export

    In This Article:

      This option provides you with a way to export information for use in other software. Select Export File lets you select the export file name and the type of export. Currently, a comma-delimited file, the Quicken "QIF", QuickBooks "IIF", "MAS90 Standard", "Jenzabar", and “Peachtree” formats are supported.

      1. Select File and then Finance Export from the main menu.                                                         

      2. Select the desired Fund, if necessary.

      3. Choose the appropriate Limit. Your choices are Items stored since last export, by Batch, or by Fund Item Stored Date.                                                                                                  

      4. If Batch is selected, choose the Select Batch button and follow the directions in the Searching for an Existing Batch section of this documentation.

      5. If Fund Item Stored Date is selected, type the desired date range (all Date Fields reflect the date format for the country you previously selected) or choose the Calendar button, select the desired date, and

      6. Once the criteria have been set, select the Next button.

      1. The data is displayed for review. Select the checkbox next to any record that you do not wish to export.                                                                       

      2. Choose the Next button.

      3. Select the Select Export File button to choose the file to which the data will be exported or type a name to create a new file.                                                                                                

      4. Choose the desired export file type.                                                                          

      5. Complete the Export Options, if any are available.

        NOTE: Upon returning to the Finance Export screen, DonorPro will list the QuickBooks Account Type as typically being listed as ‘Income’; by default ‘Income’ is listed in the corresponding field.                          IMPORTANT TO NOTE: If you have previously used ‘Bank’ as your export type, be sure to continue to use ‘Bank’ as your export option type; using a new export type at this step will create a new line item in QuickBooks.

      6. Be sure to select the Export Credit Account Name instead of Fund Name checkbox if you have the Credit Account Name set to match your existing Chart of Accounts in your financial software.

        IMPORTANT TO NOTE: If you do have your Credit Account Name set to match your financial software, and you do not select this option, new line items may be created in your financial software upon import.

      7. Select the Export button.

      8. Choose Yes to replace the file if you are replacing an existing file.

      9. An Export Success window opens. Select OK.                                              

      10. Select the Finish button. The Export Wizard closes. The data should now be available in
        the designated file.

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