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 Quicken to then import it into ChMeetings.

• Export from Quicken
  • Accounts
  • Categories
  • Funds (Tags)
  • Transactions
• Import to ChMeetings
  • Accounts
  • Categories
  • Funds
  • Transactions
• We Offer Free Data Imports
   

Export from Quicken

To migrate your data to ChMeetings, you must first export it from Quicken, as explained below. Throughout all exports, make sure to select all columns and include all dates. Use clear file names for your export files, and double check your data before importing to ChMeetings.

Accounts

Follow the steps below to export your data from Quicken:

1. Go to the Tools menu.
2. Select Accounts List.
3. Click Print at the bottom left corner of the window.
4. Check Export to, and select CSV File.
5. Click Export.

Categories

To export Categories from Quicken:

• Go to the Reports menu.
• Select Spending.
• Select Itemized Categories.
• In the Itemized Categories window, click the Update to show dropdown, select Category Summary.
• Click the Export to Excel icon at the top right of the window. 

Funds (Tags)

In Quicken, Funds are managed as Tags. To export them, please follow the steps below: 

1. Go to Reports.
2. Select Spending.
3. Select Itemized Tags.
4. Include all dates in the Date Range dropdown.
5. Click Print.
6. Check Export To and select CSV File.
7. For Print Range, select All.
8. Click Export. 

Transactions

To export transactions from Quicken: 

1. Go to the Reports menu.
2. Select Banking.
3. Select Transaction.
4. In the Transaction window, click the Settings (gear) icon at the top right.
5. For Date Range, Include All Dates.
6. Under Show Columns, make sure all columns are checked.
7. Click OK. 

Import to ChMeetings

Now that you have exported your data from Quicken, it is time to import it to ChMeetings. Let’s look at each data type to see how you can do so:

Accounts

Accounts must be created manually. Use your exported file to retrieve account names and other relevant information, then recreate them within ChMeetings’ Accounting module. See Manage Financial Accounts for a full guide.

Categories

ChMeetings comes with a dedicated tool to import Accounting Categories. Go to Import Categories or Subcategories to see how it’s done.

Funds

Funds must also be created manually. Retrieve fund names and other relevant information, from your export files, then recreate your Funds within ChMeetings’ Accounting module. See Manage Funds for guidance.

Transactions

You can import transactions into the desired Financial Account within ChMeetings. Please see Import Transactions for details about the process. Moving forward, you can also link your bank account for faster imports in the future. See Link with Your Bank to learn more.

We Offer Free Data Imports

Are you thinking of switching to ChMeetings but get overwhelmed by data imports? We got you covered with our free data transfer service. Our team does it all for you, including the manual tasks. All you need to do is be subscribed to any of our paid plans and get in touch to let us know. We’ll take it from there.

See Our free data transfer service explained to learn more.