Export Religious Education Transaction Data

This article provides steps to Export Religious Education Transaction Data.

There are 3 reports available for exporting Religious Education Transaction Data; Quickbooks, ParishSOFT Accounting and one titled Other. The General Ledger Account Number is included in each report. Here are the steps to run the reports.

Quickbooks

  1. From Giving go to Online Giving Exports
  2. Select Quickbooks
  3. Select a Date Range
  4. Select Religious Education
  5. Determine if Only Export Contributions Not Yet Exported should be selected
  6. Click on Export
  7. View report in iif format

ParishSOFT Accounting

Follow the same steps 1-6 above to Export Data using ParishSOFT Accounting software. The report populates as a CSV file.

Other

For the third report select Other and follow steps 1-6. The report populates as a CSV file.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

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