Transferring your financial data from QuickBooks to FarmRaise Tracks is straightforward. This guide will walk you through exporting your transactions from QuickBooks and uploading them into FarmRaise Tracks using our bulk import tool.
Key Differences Between QuickBooks and FarmRaise Tracks
Before we get started, it's helpful to understand a few key terms:
Accounts: In FarmRaise Tracks, accounts include Bank Accounts, Loan Accounts, and Mortgage Accounts. These represent where a transaction is stored.
Categories: QuickBooks sometimes uses "accounts" and "categories" interchangeably, which can be confusing. In FarmRaise Tracks, categories specifically describe which Schedule F category a transaction applies to.
Products: In FarmRaise Tracks, you can use Products to assign transactions to specific livestock, crops, or fields.
Inventory: This refers to the amount of your products that you have in storage before you sell.
Now, let's go through the process step by step!
Step 1: Export Transactions from QuickBooks
Log into QuickBooks: Start by logging into your QuickBooks dashboard.
Navigate to Reports:
Go to the menu on the left-hand side.
Select Reports. If the menu is collapsed, click to expand it first.
Choose the Transaction Report: Scroll through the available reports and select Transaction List by Date.
Set Your Reporting Period:
At the top of the report, choose the date range you want to export.
Options include:
All Dates (recommended if you’re importing a full year of transactions).
A custom range, such as January 1st to today’s date, or to the last date your bank account brought in.
Refresh the Report: Click Refresh Report to ensure your data is up to date.
Export as a CSV File:
Click the Export button. If it doesn’t appear immediately, look for More Actions.
Select Export to CSV. Save this file to your computer for the next step.
Once you have your transactions exported from QuickBooks as a CSV file:
Log into FarmRaise Tracks.
Open the Bulk Import Tool:
Navigate to the bulk import section in your Tracks dashboard.
Upload Your CSV File:
Select the exported file from QuickBooks and upload it.
Map Your Data:
Ensure that each column in your CSV file corresponds to the correct fields in Tracks. Remember:
Accounts: Match your transactions to their respective Bank Accounts, Loan Accounts, or Mortgage Accounts.
Categories: Align your QuickBooks categories with the appropriate Schedule F categories in FarmRaise Tracks. You can also add custom categories at this time!
Products: Optionally assign transactions to specific livestock, crops, or fields.
Save and Review: Once your data is mapped, save your changes and review the imported transactions for accuracy.
Need Help?
If you run into any issues while exporting your transactions from QuickBooks or uploading them into FarmRaise Tracks, don’t hesitate to reach out to our support team. We’re here to help you get all caught up for the year and ensure your farm finances are organized!
Contact Us
Click the green circle in the bottom right-hand corner!
We look forward to helping you get started with FarmRaise Tracks!