It is one of our goals here at Tithe.ly to make data migration as painless as possible. follow the directions below on how to export information out of your current Quickbooks account.
Within Quickbooks, navigate to "Reports" > "Customer Contact List"
- Click on "Customize" in the top left corner.
- Click "Change Columns", This will allow you to choose the columns to include in your export
- Click "Run Report"
- Click "Export" and save as an Excel file
Within Quickbooks, navigate to "Reports" > "Sales" > "Sales by Customer Detail"
- Select the Date Range
- Click "Refresh" button
- Click the "Export" or "Excel" button, and save the file as an Excel file.
After you have done this, click here to learn more on how to import that information into Elvanto!