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 CSV file, the Quicken "QIF", QuickBooks "IIF", "MAS90 Standard", "Jenzabar", and “Sage" (Peachtree) formats are supported.

1. Select Manage, Finances, and then Finance Export 
2. Step 1: Select Criteria screen displays.  Select the desired Fund (optional) 
3. Select the sort order (Fund Name or Donation ID) 
4. Choose the Limit Export By.  Your choices are...
   • Items stored since the last export are based on a timestamp when the donation was entered.
   • Batch—If Batch is selected, choose the Select Batch button.  For instructions on locating a batch, see the article, Searching for an Existing Batch.
   • Fund Item Stored Date based on a timestamp when the donation was entered. If Fund Item Stored Date is selected, type the desired date/time range (all Date Fields reflect the date format for the country you previously selected) or choose the Calendar button, select the desired date. 
5. Once you have set the criteria, select the Next button.
6. Step 2: Preview, Exclude, and Modify Data screen displays.  The data is displayed for review.  Select the checkbox next to any record that you do not wish to export.  Click to select the magnifying glass to view the donation in greater detail and edit content if necessary. Edit it in the export report, not in the original donation).
   
   NOTE: only non-zero transaction amounts display in the results.
    
7. Choose the Next button.
8. Step 3: Save Export File displays.  In the Export File Name text box, name the file to be exported. 
9. From the Export File Type, select from the drop-down menu the desired file type.
10. The Export Options section will change based upon the selection made in step #10.  
    
    NOTE: The Quickbooks IIF Format, Version 3 is the preferred export for desktop versions of Quickbooks. The one labeled Quickbooks IIF Format is for backward compatibility and is no longer supported.
    
11. Select the Export button.
12. Select the Finish button.  The Export Wizard closes.  The data should now be available in the designated file.

Data Points in Finance Export CSV File

The following data points are exported to a Finance Export CSV file:

• Timestamp
• Transaction ID
• Fund Name
• Credit Account Number—This field aligns with the chart of accounts to an income account you have created in your financial software.
• Debit Account Number—This field generally aligns with a bank account or accounts receivable in your financial software.
• Credit Card Alias
• Fund Item Type—Whether it's a donation or a pledge.
• Payment Type—Check, Cash, or Credit Card.
• Card Type—Visa, Mastercard, Amex, etc.
• Credit/Debit—If a donation is reversed, it is considered a debit (in accounting terms).
• Class—This field stores a designation you can use to identify expense accounts for example. This is analogous to Quickbooks Classes.
• Amount
• Class Amount
• Donation Id
• Pledge ID
• Installment Type
• Check or Charge Date—Either the check date (if a Check Payment Type) or the Charge Date (if a Credit Card Payment Type).
• Transaction Date
• Reference
• Donor ID
• Donor Name
• Address Line 1
• Address Line 2
• City
• State
• Postal Code
• Postal Code Suffix
• Reversal?
• Last or Org Name
• First Name
• Numeric Fund Item Type
• Numeric Payment Type
• Fund ID
• Project ID
• Numeric Donation Type
• Matching ID
• Batch Name
• Batch Post Date
• Campaign Name
• Appeal Name
• Pledge Write-off
• Gift Type
• Received Date
• Prior Received Date
• Prior Amount
• Prior Fund
• Prior Campaign
• Prior Appeal
• Prior Fund ID
• Is Adjustment?