This article covers the following points:
- Compatible versions of QuickBooks
- Setting up QuickBooks to receive Springly data
- Setting up Springly to export to QuickBooks
- Items for export settings
- Exporting Springly data
- Importing into QuickBooks
Compatible versions of QuickBooks
When you export Springly data from Springly, you generate a QuickBooks CSV file, which can be imported into QuickBooks Online.
The journal CSV file cannot be imported into QuickBooks Online directly, but there are some QuickBooks apps that allow you to do this, including the following:
Springly does not support these third-party solutions. If you encounter any issues using them, please contact their support department for assistance.
Setting up QuickBooks to receive Springly data
Before you import data from Springly into QuickBooks, you should create a backup of your current QuickBooks data. You might also consider importing your Springly data into a test QuickBooks company file to ensure that your import is producing the desired result before you import into an actual, live company data file.
You do not have to set up your journal type in QuickBooks before importing from Springly– the appropriate journal type will be automatically created as part of the import process.
However, you should set up any accounts that you want to update with your Springly data; otherwise, the accounts will be automatically created in QuickBooks as a bank account.
If you do not already have your customers set up in QuickBooks, you should export contacts records from Springly and import them into QuickBooks before importing data.
Setting up Springly to export to QuickBooks
You do not have to set up anything in Springly before importing to Quickbooks– the appropriate account will be automatically created by Springly.
Make sure you identify your customers the same way each time you export from Springly. Otherwise, you may create duplicate customer records when you import into QuickBooks.
If the journal type being imported do not already exist in QuickBooks, they will be automatically created. Any accounts that do not already exist will be created as a new bank account.
The nonprofits are not able to customize accounts at the moment in Springly, this feature will be available in the upcoming months.
Items for export settings
The following is a list of items that you can use in your export for QuickBooks.
- Journal type: Expenditures, Sales, Bank Account, Petty Cash, Other
- Date: The date of the operation
- Description: The name of the operation
- Contact or third party: The contact's organization link to the operation
- Account: The Account created by Springly
- Debit: The amount
- Credit: The amount
Exporting Springly data
After you have properly set up both QuickBooks, you can filter the data you want to export, preview the journal, and generate the export file.
Filtering the data
The first step in the export process is to filter the data you want to export.
In order to export:
- Sales, revenue from collects (donation/membership), and refunds → select Sales menu
- Payment on a specific bank account→select the good one
- Petty cash payment→select the petty cash menu
- Online payment→ select the online menu
- To export all financial operations→select all
In each case, you can filter the data to be exported then click the Export button, the file is directly available in the application.
Importing into QuickBooks
You can import the generated CSV file into QuickBooks Online.
Before importing into QuickBooks, you should back up your QuickBooks data, since the import cannot be undone.
Resources to Go Further
Please find below two use cases that can help you while doing your import :