Using eTapestry with QuickBooks - export IIF

Does anyone have experience with the importing option for QuickBooks NP Edition? On our end when we import it ALWAYS creates a new customer account in the vendor area. How do we make this go to the section for donors? Your help would be appreciated. -Karen
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  • Not sure what you are you are referring to vendor area

    In our QuickBooks we don't really have Donors separate from customers

    Import does look for exact match before creating a new customer

    We use cash sale option

    The issue we have is that there is a space in the split line, making it necessary to edit the file each time to remove the extra tab

    I have heard that other clients are also reporting this issue, but I have been trying to get Blackbaud to fix the issue for months

    Slightly hopeful now that others are reporting the issue


    Thanks

    Dan
  • Karen Tuecke
    Karen Tuecke Community All-Star
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    Do you have the desktop and nonprofit version, Daniel Gillogly‍ ?
  • Karen Tuecke
    Karen Tuecke Community All-Star
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    Daniel Gillogly‍ we do not keep donors separate either, but there is a way. We are trying to figure that out right now so that we can keep better records that are distinctly separate. If you find a way, please let me know.