Rock and Quickbooks

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Rock and Quickbooks

John Lee posted 9 Years Ago

I was curious if anyone out there has experience with Quickbooks and possibly trying to port data from Rock to it?

Jim Michael · Accepted Answer · 2014-11-10T08:37-07:00

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Jim Michael replied 9 Years Ago

What sort of porting-of-data are you looking for? When you say "port data from Rock to it" I assume you mean moving Rock's financial transactions into Quickbooks, where you keep the finances? With systems such as this, it's (somewhat) uncommon to attempt to sync individual giving records back to a financial system. Instead, the norm is to roll-up the transactions in batches (something Rock does for you) and then just manually post the batch totals from Rock back into the financial package. This concept is explained a bit more in the Rock Solid Finances guide.

There is also, of course, the ability for Rock to export just about anything exposed via a data grid to Excel, which can then be manipulated and imported into just about anything that accepts CSV. If I'm way off track and not undersanding your question, please clarify!

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<p>What sort of porting-of-data are you looking for? When you say &quot;port data from Rock to it&quot; I assume you mean moving Rock&#39;s financial transactions into Quickbooks, where you keep the finances? With systems such as this, it&#39;s (somewhat) uncommon to attempt to sync individual giving records back to a financial system. Instead, the norm is to roll-up the transactions in batches (something Rock does for you) and then just manually post the batch totals from Rock back into the financial package. This concept is explained a bit more in the <a href="http://www.rockrms.com/Rock/Book/15/15">Rock Solid Finances</a> guide.</p>

<p>There is also, of course, the ability for Rock to export just about anything exposed via a data grid to Excel, which can then be manipulated and imported into just about anything that accepts CSV. If I&#39;m way off track and not undersanding your question, please clarify!</p>

<p>What sort of porting-of-data are you looking for? When you say &quot;port data from Rock to it&quot; I assume you mean moving Rock&#39;s financial transactions into Quickbooks, where you keep the finances? With systems such as this, it&#39;s (somewhat) uncommon to attempt to sync individual giving records back to a financial system. Instead, the norm is to roll-up the transactions in batches (something Rock does for you) and then just manually post the batch totals from Rock back into the financial package. This concept is explained a bit more in the <a href="http://www.rockrms.com/Rock/Book/15/15">Rock Solid Finances</a> guide.</p>

<p>There is also, of course, the ability for Rock to export just about anything exposed via a data grid to Excel, which can then be manipulated and imported into just about anything that accepts CSV. If I&#39;m way off track and not undersanding your question, please clarify!</p>

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Rock and Quickbooks

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