We added a first column to the table below to count the field numbers. So if this was in Excel, the rows would be columns and vice-versa. We have actually turned the data sideways to make it understandable (and fit on a page!). Here is a table of a sample exported customer list from QuickBooks Desktop Pro 2020. Save that file somewhere you can find it. That will bring up the exported list of customers in Excel. Likely you will leave the default options on the window that comes up as is, then click Export. To export the Customers from QuickBooks Desktop Pro 2020, go to the Customers area, and pick Excel ⇒ Export Customer List from its menu. If you are going to try to also import the donations (see below) it will be crucial that each Customer / donor has their email address recorded. In some editions you may have had an option to rename Customers to Donors, but likely the details are still the same as will be described here. Most likely you have recorded your donors as Customers. See below for a section on QuickBooks Online. Likely the details are the same or very similar in other Desktop versions, but you will of course have to check that out for yourself. This section applies to QuickBooks Desktop Pro 2020. Instead, we recommend recording only summary totals from each bank deposit into your accounting program, by using the DONATION program's Bank Deposits feature. Once you have done that, whatever overall accounting program you continue to use (whether or not it is QuickBooks), you will no longer enter details of donors and donations into it. As you will see from the details below, it is possible to import the donors, but it may not be possible to import the donations. Such users may wish to export that data from QuickBooks and import it into DONATION. Sometimes users who start using DONATION have previously been using QuickBooks to record their individual donors and donation details.
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