Importing from Quickbooks Desktop Pro

Here’s how to prepare your files for importing your historical data from Quickbooks Online to MoneyMinder:
*$19/year import fee.

1 – Log into your Quickbooks Desktop Pro account and go to Reports.


2 – Select the Deposit Detail Report:


3 – Choose the date range for the full year that you want to import (e.g. From 7/1/2019 – 6/30/2020).

Note: Run a separate report for each financial year you’d like to import.


4 – Choose Excel and Create New Worksheet. You do not need to select any other options.


5 – Choose Export.


6 – When the file has downloaded, go to Excel, open the file and Save As using the following naming convention: MM Group Number Deposit Details Report FY20xx


7 – Click Save.


8 – Repeat Steps 3-5 for the Check Details Report (under Expenses and Vendors).


9 – When the file has downloaded, go to Excel, open the file and Save As using the following naming convention: MM Group Number Check Details Report FY20xx


10 – Click Save.


11 – Email your files to [email protected] Please include your organization’s MM Group Number & Group Name.


Would you like us to import multiple years of history? You’ll need to run separate reports for each financial year you’d like imported. Please save them as “MM Group Number Check Details Report FY20xx” or “MM Group Number Deposit Details Report RY20xx”.