QuickBooks was built for businesses. Many small churches make it work with classes, a side spreadsheet for designated funds, and one person who knows how it all fits together. Here is what changes when you move to Books.
Designated gifts are tracked in a separate workbook and matched to QuickBooks by hand each month.
A single treasurer or volunteer knows how the classes, the spreadsheet, and the bank statements fit. When they step away, the history goes with them.
Numbers are copied out of QuickBooks into a spreadsheet so the board can see where each fund stands.
Staff hours are on paper or in another spreadsheet, and payroll is entered into the books by hand.
1. Export your chart of accounts, payee list, and transactions from QuickBooks, or gather the spreadsheets you use today.
2. Books reads QuickBooks exports and CSV or Excel files. It brings in your chart of accounts, funds, accounts, and payees first, then your transactions, so everything lands in the right place.
3. A Get Started checklist in Books shows your treasurer what is done and what is next.
Yes. Books reads QuickBooks exports for your chart of accounts, payees, and transactions.
Yes. Books has templates for your chart of accounts, funds, accounts, and payees, and it reads CSV or Excel files.
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