If QuickBooks created a summary page on tab one, delete that or move it so your transaction data is in sheet 1. Make sure your transaction data is the first tab (sheet) in your workbook. The Excel export is now in pretty good shape for uploading into LGL. This information is helpful if you’re printing the report, but it’s not helpful for the file you want to upload to LGL.Ĭlick Excel to export a copy to Excel (create a new spreadsheet). When you run your QuickBooks report to get a file of transactions to upload into LGL, make sure you filter by Class or Transaction Type or some other way you might distinguish donations from other transactions.Ĭlick “Customize Report” and then go to the Header/Footer tab and uncheck all the header and footer information Quickbooks tries to add. Also, you might not track income from sales of merchandise or program fees in LGL (some organizations do, some don’t). So, you will want to filter your report from QuickBooks to include just the income items. Transaction Types: LGL is a great place to track income, but it is not designed to help you track the payments you make. Customize your report to include these fields in your export. Time frame: You want to make sure you select a time period that covers the period you want to load into LGL, which is probably your entire history.Īddress, Phone, and Email fields: When importing your customer list from your QuickBooks file into LGL, you want as much of their contact information as possible. Do not use a report that creates subtotals-this will cause problems when uploading to LGL. In this example, we’re using the report Transaction List by Date found in the Accountant & Taxes area. Generate a report that has the transactions you want to upload into LGL. Exporting that report from QuickBooks to Excel (or a text file).Preparing the export in QuickBooks (running a query to get the transactions you want).You'll need to complete these three steps: The instructions below are split into the desktop version of QuickBooks Desktop and QuickBooks Online. You should not upload any summary or subtotal data into LGL LGL will be able to run any subtotals based on the individual items you upload. Those are not helpful when importing data into LGL. QuickBooks likes to provide summary data, such as rows of subtotals and totals. Otherwise you will end up with records like "Foundation, Ford" because LGL will try to parse Ford Foundation as if it were a first and last name. If you have organization names in your Name field in QuickBooks, then you should insert a column in your upload file with the header "Organization name" and move all your organization names out of the Full Name column and into your Organization name column. If you're recording a donation from John Jay at Johnson Machine Works, is the gift from John Jay or is it from the company? If the former, it should be an individual record if the latter, an organization record. It's important to set this correctly, based on who the donor actually is. Organization name (either the Employer in the case of an individual constituent record or the organization itself in the case of an organization constituent record)Įvery constituent record in Little Green Light has two possible types: Individual or Organization. For example "Smith, Will" becomes first name = Will, last name = Smith LGL will parse into first name and last name. It can also handle spouses, such as "John and Shasha Smith" LGL will parse into first name and last name (and prefix, if there is one). The most likely fields you'll use are: Full name You will also need to set one or more name fields in LGL. This field is very useful to set as the E xternal constituent ID in LGL. In QuickBooks, there is a Customer name field, which is guaranteed to be unique because QuickBooks doesn't allow you to re-use the same customer name twice. Using the QuickBooks Name field as the external constituent ID in LGL Paul Newman and even formats with middle names and initials. LGL will parse the Full Name field into its respective elements and does a good job with a variety of full name formats, such as Paul Newman Mr. When importing data using the LGL Flex Importer, take advantage of the "Full Name" field to import the Name field from QuickBooks. There are a couple of key things to keep in mind as you do this:Įxport both the customer (donor) details as well as the transactions (donations) that you want in LGL. To copy data from QuickBooks into LGL, you can run an export from QuickBooks and then import that into LGL using the Flex Importer. If you use QuickBooks, we expect that you will continue to use QuickBooks, so this article isn't as much about migrating, per se, as it is about copying your QuickBooks database into Little Green Light to get your LGL database up and running. Migrating from QuickBooks to LGL In this article:
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