ChurchTrac Online Church Membership Software
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Importing Transactions

ChurchTrac Online will allow you to import your bank transactions from an OFX (Money), QFX (Quicken), QIF, or QBO (QuickBooks) file provided by your bank/institution. Comma Separated Value (CSV) format is not supported for transaction imports. Many banks and credit card companies allow you to download your recent transactions (you may need to check your bank's website to see if they support this feature. These transported transactions can then be quickly added to your account register without having to type in the payee, check number, date or amount. First, log in to your bank or credit card company's website and download one of the support file types for a date range. Once the file is saved to your computer, go to the appropriate account register screen and click on the "Import" button at the bottom. On the next screen, click on the "Choose File..." button and browse for the desired file. A list of transactions in that file will appear on the left side of the screen. Click on the transaction you would like to import. The date, check number, payee, and amount will automatically appear. You will need to manually select a category and fund for each transaction. If the transaction type is a Deposit/Credit or an Expense/Charge, the transaction type will also automatically appear. If the transaction is an account transfer, you will need to manually select Transfer Between Accounts.
Importing Transactions
If you want to assign the transaction to multiple categories and/or funds, type in the amount for the first category/fund. Then click "Add Another Entry" and enter the amount for the next category/fund. The total amount for each of the entries MUST equal the amount of the imported transaction or the transaction will not import into ChurchTrac Online. Duplicate transactions (entries with the SAME date, payee and amount) will appear red. Click on the "Remove Confirmed/Red Duplicate Entries" button to delete these transactions.