QuickBooks is not designed for campaign finance. If you used another political finance software along with QuickBooks, we would rather import the data from the competing software. If you only used QuickBooks, take the following steps to get your data to us for import.
When you migrate to ISP from QuickBooks, it’s important that you send us the correct data for import. In order to import your data, we need two things:
- General Ledger – include as many columns as possible and export the entire time period. The more data, the better.
- Chart of Accounts – this includes Financial Account and Budget Category info.
While the two items above will likely be good enough for an import, contribution data may need to be sent separately. Unfortunately, Quickbooks normally only has deposit batch information and not individual contributions. If you used a credit card processor to receive donations, please export your data from there and send to us.
Once you have everything exported and ready for import, and assuming you qualify for support coverage, send it to us at support@ispolitical.com.
