Migrating information from QuickBooks Online
QuickBooks Online allows you to export customer and transaction information through its reporting tools. You can use these reports to prepare your existing QuickBooks data for import into DonorDock.
For a typical migration, we recommend exporting both your Customer Contact List and Transaction List by Customer.
Export Customer Information
Run a Customer Contact List Report
Log in to your QuickBooks Online account.
Navigate to Reports.
Scroll to Sales and Customers and select Customer Contact List.
Select Columns and customize the report to include the customer information you want to retain.
Recommended fields include:
First Name
Last Name
Full Name
This may be helpful when matching customer records to transactions in a spreadsheet.
Shipping or Billing Address, depending on how your organization tracks contact information
Street
City
State
ZIP
Country
Email
Phone
Select Save if you would like to keep the customized report for future use.
Click Export and export the report to Excel or CSV.
Save the completed file somewhere you can easily locate when you are ready to import it into DonorDock.
💡 Supported import formats: DonorDock can import spreadsheet data in
.csv,.tsv,.xls,.xlsx,.xml, or.txtfile formats.
Export Transaction Information
Run a Transaction List by Customer Report
Log in to your QuickBooks Online account.
Navigate to Reports.
Scroll to Sales and Customers and select Transaction List by Customer.
Select the appropriate Date Range.
To include your complete transaction history, select All Dates.
Under Group, clear any grouping options so the report displays individual transactions.
Select Columns and customize the report to include the customer and transaction information you want to retain.
Select Save if you would like to keep the customized report for future use.
Click Export and export the report to Excel or CSV.
Save the completed file with your other migration files.
💡 Tip: Make sure the transaction report includes enough customer information to connect each transaction to the appropriate contact. Fields such as Customer Name or Full Name can be especially helpful when matching records between your customer and transaction exports.
Connecting the QuickBooks Online Integration?
If you plan to connect the QuickBooks Online integration in DonorDock, you may have another option for bringing over existing QuickBooks data.
Upon request, DonorDock Support can perform a one-time initial sync from QuickBooks Online into DonorDock. This sync can be completed once, at the beginning of the integration, and can bring existing:
Customer information
Sales Receipts
The one-time sync is intended for the initial setup of the QuickBooks Online integration and cannot be run again later to retroactively pull older QuickBooks records. If you would like to use this option, contact DonorDock Support when setting up your integration.
DonorDock does not have access to QuickBooks Online or control over changes to its features, terminology, or export process. This guide is provided as a general resource to help you begin your migration. If the options available in your QuickBooks Online account differ from those shown here, or you need assistance exporting additional information, you may need to contact QuickBooks support for guidance.