Breeze intentionally limits its financial scope to tracking contributions. We don't attempt to be a full accounting program with accounts payable and accounts receivable because, frankly, we think other platforms are doing a great job with this. We'd instead let accounting software do what they do well and allow us to focus on what we do well, that being church management software.
This extension allows you to download your Breeze contribution data whenever you'd like and import it into the desktop version of QuickBooks so that your QuickBooks records can include giving records from Breeze without the need to double-enter them. This is not an automatic integration and does require exporting and importing of data.
This integration is designed specifically for people who would like to track every contribution in Quickbooks. Typically, most organizations would only want to record the fund totals in Quickbooks as they reconcile their deposits/income, which is why we recommend this approach as best practice. To get a report of fund totals, we recommend using the contribution reports, which include a funds summary that can quickly be manually typed into Quickbooks on your deposit entry, rather than adding complexity with an unneeded integration.
What data is included in the import file?
- Name of the giver
- Date of the contribution
- Amount of contribution
- Method of contribution
This Quickbooks Desktop integration does not contain what fund the contributions were designated towards when they were imported into Quickbooks.
Install the Quickbooks Desktop Extension
- Navigate to Extensions.
- Locate the Quickbooks Desktop Extension and select View Details.
- Click the Install Extension button at the top right of the card.
Import Contributions from Breeze to Quickbooks
- Navigate to More > Quickbooks.
- Select if you would like to include contributions since:
- The last download
- Date (once you select the date, a calendar will appear for date selection)
- Click Download the Quickbooks File (the Quickbooks file is a .IFF file)
- Import the file into your desktop version of Quickbooks by:
- Opening your desktop version of QuickBooks. If you have multiple licenses, ensure you are in single-user mode.
- Back up your current copy of QuickBooks. (QuickBooks has no way of undoing an import, so this is a good practice whenever importing data.)
- Navigate to "File < Utilities < Import < IIF File..."
- Select your IIF File (the Breeze file that was generated from the Quickbooks extension).
- The import will take place and you will get a confirmation that the import is complete.