Import data to QuickBooks

  1. Backup your database. Before you run the QuickBooks® Import function, it is a good idea to back up your QuickBooks® desktop database. That way, if there is any problem with the import, you can easily restore from the backup to get your accounting system back to the way it was before the import.

  2. Import your transactions. After you have run the backup, select the IIF File import option in in the QuickBooks® File menu. Select the name of the IIF file to be imported from the displayed list. The import starts immediately after you select the name of the IIF file from the list.

  3. Check your work. When the import is complete, check the results to make sure that the imported data matches your expectations. If it does not, you can restore the QuickBooks® desktop database to the backup.

Warning: To make sure that donations are only recorded once in your accounting package, do not import transactions more than once. To keep track of the donations that have been exported, mark each eTapestry record as Final after it has successfully imported into your QuickBooks® desktop database. You can do this globally for all donations in your export query. From the Management tab, click Mass Update. On the Mass Updates page, click Finalize Journal Entries under Update Existing Items and select the same query you used for your export. To remove transactions that have already been exported from your export query, specify that Journal Entry Status should be "Pending."