GlotPress

Use this field to indicate the organization that owns this account.

Use this field to indicate the organization that owns this account.

For export to QuickBooks, export your Chart of Accounts and open in low level text editor. You will be able to see the Account Type Code for each account. Generally, they will be from the following list: BANK, AR, OCASSET, FIXASSET, OASSET, AP, OCLIAB, LTLIAB, EQUITY, INC, COGS, EXP, EXEXP (though there may be others in your version of QuickBooks).

For export to QuickBooks, export your Chart of Accounts and open in low level text editor. You will be able to see the Account Type Code for each account. Generally, they will be from the following list: BANK, AR, OCASSET, FIXASSET, OASSET, AP, OCLIAB, LTLIAB, EQUITY, INC, COGS, EXP, EXEXP (though there may be others in your version of QuickBooks).

Normally the owner of a financial account is the organization implementing CiviCRM so there is no need to change this. Some organizations that maintain accounts for groups, chapters, regions, constituency associations or other parts of the main CiviCRM organization may need to change the owner to one of these sub-entities or sibling entities.

Normally the owner of a financial account is the organization implementing CiviCRM so there is no need to change this. Some organizations that maintain accounts for groups, chapters, regions, constituency associations or other parts of the main CiviCRM organization may need to change the owner to one of these sub-entities or sibling entities.

Financial Account Owner

Financial Account Owner

Warning: You will not be able to reopen or change the batch after it is exported. Are you sure you want to export?

Warning: You will not be able to reopen or change the batch after it is exported. Are you sure you want to export?

Please select an action from the drop-down menu.

Please select an action from the drop-down menu.

Please select one or more contributions for this action.

Please select one or more contributions for this action.

Pay Method

Pay Method

Payment/Transaction Date

Payment/Transaction Date

Exclude contacts with "do not mail" privacy, no street address, or who are deceased.

Exclude contacts with "do not mail" privacy, no street address, or who are deceased.

Singular:
One record selected for export. One record selected for export.

Plural:
%count records selected for export. %count records selected for export.

Cette forme pluriel est utilisée pour : 0, 1

Cette forme pluriel est utilisée pour : 2, 3, 4

Click <strong>Select fields for export</strong> and then <strong>Continue</strong> to choose a subset of fields for export. This option allows you to export multiple specific locations (Home, Work, etc.) as well as custom data. You can also save your selections as a 'field mapping' so you can use it again later.

Click <strong>Select fields for export</strong> and then <strong>Continue</strong> to choose a subset of fields for export. This option allows you to export multiple specific locations (Home, Work, etc.) as well as custom data. You can also save your selections as a 'field mapping' so you can use it again later.

<strong>Export PRIMARY fields</strong> provides the most commonly used data values. This includes primary address information, preferred phone and email.

<strong>Export PRIMARY fields</strong> provides the most commonly used data values. This includes primary address information, preferred phone and email.

Merge Household Members into their Households will export the household record for any contacts sharing a household address.

Merge Household Members into their Households will export the household record for any contacts sharing a household address.

Merge Contacts with the Same Address will combine any records having the same address (street address, city, postal code, country) into a single record. If a household record already exists in which multiple individuals share an address, the household will be exported as the combined record. If no household record exists, the records will be combined and the Addressee field will list the contact names, comma-separated.

Merge Contacts with the Same Address will combine any records having the same address (street address, city, postal code, country) into a single record. If a household record already exists in which multiple individuals share an address, the household will be exported as the combined record. If no household record exists, the records will be combined and the Addressee field will list the contact names, comma-separated.