Migrate from Quickbooks Online

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 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 and Categories
Classes, Tags, or Fund-Specific Accounts	Funds
Vendors and Customers	Payees
Income and Expense Transactions	Income and Expense Transactions

Map the Chart of Accounts

The Quickbooks Chart of Accounts maps to ChMeetings Accounts and Categpries, as follows:

QuickBooks	ChMeetings
Bank Accounts, Credit Cards, Loans	Accounts (representing money storage locations)
Income and Expense Accounts, including all Sub-Accounts	Categories (representing why money was received or spent)

Important Note: QuickBooks Subaccounts should be mapped into Categories or Subcategories within ChMeetings, as they describe the purpose of transactions rather than storage locations.

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.

Note on the Profit and Loss Statement

ChMeetings does not offer a Profit and Loss Statement, mainly due to the nature of church accounting, where the focus is on tracking the source and destination of money. Unlike a business, where profit and loss data is essential, churches don’t usually require such information and rather rely on an Income Statement to get insights similar to Profit and Loss Statements.

We do offer an Income Statement, plus several other accounting reports, which you can explore with our guide to Generating Accounting Reports.