Exporting to QB
The transactions will be created depending on your mappings. If you export the Detail version - it will create individual transactions for the customers...
Wed, 24 Mar, 2021 at 10:54 AM
You can choose Summary or Detail when exporting the file from AssociationSphere. If you choose Summary, then it will only bring in summary information...
Wed, 24 Mar, 2021 at 10:56 AM
The import will use the Customer Name in Quickbooks to see if the customer already exists. It will compare the Customer Name with the First Name & Last...
Thu, 25 Mar, 2021 at 9:15 AM
Place your mouse over your account name in the upper right corner and then choose Accounting > QB Transaction Export. There is a filter called Export...
Thu, 25 Mar, 2021 at 9:21 AM
Yes, you can filter the export screen and click on Export to Excel. This will bring everything into an Excel file so that you can review it before import...
Wed, 24 Mar, 2021 at 11:02 AM
Yes, on every transaction, you will see the debit, credit and class at the very bottom. This is pulling from the mappings that have been entered. If you...
Wed, 24 Mar, 2021 at 11:04 AM
We recommend speaking to your accountant about how to record the processing fees when they are paid for by the donor. Since the processing fees are paid di...
Thu, 25 Mar, 2021 at 9:12 AM
There are different options to record the credit card processing fees to Quickbooks and you should consult with your accountant to determine what method wor...
Sun, 24 Oct, 2021 at 3:18 PM