![]() ![]() Note: An error will occur with the QuickBooks® desktop import if you attempt to add donor names to the customer list and the names are already stored in your QuickBooks® desktop database on the Other Names or Vendor lists. When you create customer records, the top of the export file shows your constituents on the Customer record in your QuickBooks® desktop database for each new constituent. Selecting "Cash Sale" will always create customer records in QuickBooks. Warning: If you select No and do not want to track donors in QuickBooks as customers, you should not use the "Cash Sale" option. Select Yes under Create Customer Records. Under Customer Information, select whether to export the name or sort name. This gives you control over the way each gift type is exported. Cash and check donations should be exported together. Note: If you are tracking donations with gift types other than cash and check, specify the gift type to be exported in the query. Consider using a query such as Constituent Journal Entry Date: This Week if you run the export weekly. Select the category and query which identifies the transactions in eTapestry which should be exported. Under Accounting Exports, click QuickBooks Desktop Export. Refer to User-Defined Fields for QuickBooks Desktop. Refer to Funds for QuickBooks Desktop.īased on how your QuickBooks® desktop database is set up, you may need to create one or more user-defined fields. Export Items on Sales Receipts into QuickBooks Desktopīefore you export deposits, ensure that your eTapestry database is set up with correct funds. ![]()
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