Welcome to ChMeetings! We are grateful for your decision to migrate your church data into our platform, and we are here to help make your transition as comfortable as we can.
If you prefer to leave it to us, please get in touch, and our team will migrate your data at no additional cost if you choose any of our paid plans.
This guide shows you how to retrieve your data from Quickbooks Online to then import it into ChMeetings.
Export from Quickbooks Online
To migrate your data to ChMeetings, you must first export it from Quickbooks, as follows:
Export the Chart of Accounts
- Go to Accounting > Chart of Accounts.
- Click Run Report to view the full chart.
- Click the Export icon In the top-right corner of the screen.
- Choose Export to Excel to download the file.
Export Customers
- Go to Sales > Customers.
- Click Export next to the Print icon.
- Choose Export to Excel to download the customer list.
Export Vendors
- Go to Reports.
- Run the Vendor Contact List report.
- Click Export.
- Select Export to Excel to download the file.
Export Transactions
- Go to Reports.
- Search for Transaction Detail by Account using the search bar.
- Choose the date range and filters to narrow down to the desired transactions.
- Click Export at the top-right corner of the report.
- Click Export to Excel and save the file to your computer.
Export Categories
- Go to Sales > Products and Services.
- Click the gear icon at the top and choose Export List.
- Save the file to Excel.
Export Funds
- Go to Reports and open the Balance Sheet or Profit and Loss report.
- Customize the report to include fund-specific data if necessary.
- Click Export and choose Export to Excel to save the data.
Map Quickbooks to Chmeetings
Below is how your Quickbooks data will map to ChMeetings:
QuickBooks | ChMeetings |
Chart of Accounts | Accounts |
Income and Expense Categories | Categories |
Classes, Tags, or Fund-Specific Accounts | Funds |
Vendors and Customers | Payees |
Invoices, Bills, Payments, Deposits, Transfers | Transactions |
Import to ChMeetings
Importing this data is time consuming and rather specialized. In addition, there are no import tools for some areas at the moment. This is why we strongly recommend that you get in touch with us, and our team will migrate your data at no additional cost if you choose any of our paid plans. Here is how this process works.