Finance & Integrations

QuickBooks Export

By: Alec Hollingsworth

Updated:

July 16, 2025

Definition:

A QuickBooks Export is the process of transferring financial data from Keela into QuickBooks for streamlined accounting and record-keeping.

A QuickBooks Export refers to the process of transferring financial data from one platform—such as a nonprofit CRM like Keela—into QuickBooks accounting software. This export is typically performed to streamline bookkeeping and ensure that donation, expense, and other financial records are accurately reflected in QuickBooks. The exported data is usually formatted as a CSV or Excel file, which can then be imported directly into QuickBooks. This process reduces manual data entry, minimizes the risk of errors, and improves the efficiency of financial reconciliation for nonprofit organizations. QuickBooks Exports can include donor transactions, grant funds, event revenue, and more, depending on the integration and configuration between the systems.

Key Takeaways

Automates financial data transfer to QuickBooks
Reduces manual entry and errors
Supports efficient reconciliation and reporting

Why It Matters

It saves time and ensures accuracy by automating the transfer of financial data into QuickBooks.

Real World Example

Imagine a nonprofit that tracks all its donations, grants, and event revenues in Keela. At the end of each month, the finance manager needs to ensure that all transactions are reflected in the organization's QuickBooks account for accurate bookkeeping. Using Keela’s QuickBooks Export feature, the manager quickly generates an export file containing all relevant financial data. This file is then imported into QuickBooks, eliminating hours of manual entry and reducing the risk of errors. The process ensures that financial reports in QuickBooks match the actual fundraising activities, making audits and financial planning much easier.

Frequently Asked Questions

What is a QuickBooks Export?

A QuickBooks Export is the process of transferring financial data from a platform like Keela into QuickBooks for streamlined accounting.

Why should nonprofits use QuickBooks Export?

It saves time, reduces manual data entry, and ensures financial data is accurately reflected in QuickBooks.

What types of data can be exported to QuickBooks from Keela?

You can export donations, grants, expenses, and other financial transactions recorded in Keela.

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