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Rbible
Level 1

Is it possible to import donors/grants report in premier desktop?

I am setting up a new account in quickbooks premier 2021. I have downloaded the Donors/Grants Report in excel format (look under the Email tab), however, I need to know if I can upload/import the report in to my new account?  Thanks

2 Comments 2
AlcaeusF
Moderator

Is it possible to import donors/grants report in premier desktop?

Hello @Rbible,

 

Thank you for posting here in the Community. I'd be glad to assist you with your questions about importing data into QuickBooks Desktop.

 

For donors or customers, it's possible to upload the data directly into our system. QuickBooks can import Customers, Vendors, Items, and Accounts from an Excel spreadsheet.

 

There are several options available when importing Excel files. For the detailed instructions, visit this link: Import or export MS Excel files.

 

For transactions like grants (usually entered as Deposits), you'll need an IIF file format or Web Connect file from your bank. These two methods will allow users to upload deposit transactions.

 

Alternatively, there are third-party apps you can use to import transactions into QuickBooks. Though we can't suggest a specific app, I've found a few apps that offer this type of service.

 

You can visit the websites to know more about them. Here are the sites:

 

 

For your reference, I've attached an article that contains a compilation of links on how to upload lists and transactions in QuickBooks Desktop: Import and export data in QuickBooks Desktop.

 

Feel free to get back to me anytime you have additional questions about the process or uploading data. I'm always here to help. Take care always.

Fiat Lux - ASIA
Level 15

Is it possible to import donors/grants report in premier desktop?

@Rbible 

You can import transactions, not reports into your QBD file. Utilize an importer tool if required

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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