Crimson Feature of the Month: CrimsonFiler Quickbooks Merge

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Crimson Feature of the Month: CrimsonFiler Quickbooks Merge

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Crimson Feature of the Month | CMDI.com

 

If you use Quickbooks to manage the finances of your campaign or PAC, you can upload Excel files into CrimsonFiler to convert them.

How to use the Quickbooks merge:

1. Before you begin, you will need to prepare two different Excel files – one listing vendor information and one for expenditures.

  • Vendor File: include vendor name, organization type, street, city, state, and ZIP.
  • Transaction File: include vendor link (vendor name), line number, date, amount, and description.

 

2. Open CrimsonFiler. From the main menu, click on Settings and then Merge Quickbook Files.

Crimson Feature of the Month: CrimsonFiler Quickbooks Merge | CMDI.com

 

3. Under Quickbooks Merge, select the file containing your vendor information.

Crimson Feature of the Month: CrimsonFiler Quickbooks Merge | CMDI.com

 

4. Select the correct Worksheet in the drop-down menu.

Crimson Feature of the Month: CrimsonFiler Quickbooks Merge | CMDI.com

 

5. The first few rows of data will appear.

Crimson Feature of the Month: CrimsonFiler Quickbooks Merge | CMDI.com

 

6. Under Step 2: Upload Transaction File, select the file of transactions you wish to upload.

Crimson Feature of the Month: CrimsonFiler Quickbooks Merge | CMDI.com

 

7. In Step 3: Map Fields, match the column in the Vendor File with the Field name. Repeat this with your Transaction File.

Crimson Feature of the Month: CrimsonFiler Quickbooks Merge | CMDI.com

 

8. Click the  button.

 

9. Click YES when prompted with, “Are you sure to merge now?”

Crimson Feature of the Month: CrimsonFiler Quickbooks Merge | CMDI.com

 

10. A confirmation message will appear. Select OK.

Crimson Feature of the Month: CrimsonFiler Quickbooks Merge | CMDI.com

 

11. A Microsoft Excel Worksheet export with the merged data will be available to download and save.

Crimson Feature of the Month: CrimsonFiler Quickbooks Merge | CMDI.com

 

12. Once the file is downloaded and saved, you will need to separate first and last names from the ORG Name field, add line numbers, and add people types to the spreadsheet.

 

Note: If you wish to create an FEC report in CrimsonFiler, you can either import the merged file into Crimson or directly import your vendors and transactions into the CrimsonFiler report. Follow the directions under Creating an FEC Report in the Helpdesk.