At Tithe.ly we strive to make data migration as painless as possible. The instructions below will guide you through how to export People and Giving information out of your current Quickbooks account to be imported into Elvanto.


How to Export People from Quickbooks

  1. Login to your Quickbooks account.

  2. Navigate to "Reports" > "Customer Contact List".

  3. Click on "Customize" in the top left corner.

  4. Click "Change Columns". This will allow you to choose the columns to include in your export. Select any you'd like to include.

  5. Click "Run Report"

  6. Click "Export" and save as an Excel file.


How to Export Giving from Quickbooks

  1. Login to your Quickbooks account.

  2. Navigate to "Reports" > "Sales" > "Sales by Customer Detail".

  3. Select the Date Range you'd like to export.

  4. Click the "Refresh" button.

  5. Click the "Export" or "Excel" button.

  6. Save the file as an Excel file.


Once you have completed your export, click here to learn how to import your information into Elvanto!

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