Summary: This guide explains how Admins can easily filter, group, and export giving transaction data from Tithely 1.0 into a CSV file for accounting purposes or for importing into QuickBooks and other Church Management Systems.
Before You Begin
- Permissions Required: You must have Admin or Account Owner permissions to access the My Churches tab and view giving statements.
- File Format: Your data will be exported as a
.csv(Excel) file, which is the standard format required for importing into most accounting software, including QuickBooks.
Step-by-Step Instructions
- Log in to your Tithely account.
- Select Giving from the main menu, and then click Back to Tithely 1.0.
- Click on the My Churches tab located on the left side of the screen.
- Click on View Giving Statements.
- Set any necessary filters or grouping options to customize the data you want to pull. Note: You can filter by name, email, giving type/fund, and date range.
- Click the export to .csv button to download the file directly to your computer.
Troubleshooting & FAQs
-
What options do I have for grouping the exported gifts? Before you export, you can choose to group your data in three different ways depending on your reporting needs:
- Every transaction: Lists each individual gift separately.
- All Transactions for each giver: Groups the data by the donor.
-
The total giving for your organization: Provides a high-level summary of all giving.
- How do I import this CSV file into my accounting software? Once the
.csvfile is downloaded to your computer, you can upload it directly into your preferred accounting software. If you use QuickBooks, refer to the specific QuickBooks integration guides linked below for the exact import steps.