Quickbooks/CSV donation report to TntMPD datasync converter
Initial one-time Setup
In order for anyone in your company to use this tool some information needs to be submitted so the tool can be updated to create the right type of Tnt Connect Datasync file. Send the information below in an email to tnt@clcusa.org
  • Full Company Name - This will appear in the tool and in the final datasync file.
  • Common Abbreviation for your Company - This is used by TntMPD to differentiate from other organizations (e.g. CLC for CLC Ministries International)
  • A web logo for your company - (it must be 470px by 120px and usually contains the company logo). This can also just be a URL to one, but it must be those dimensions. If you don't know how to make one then I can probably help you out. This file should be a jpg or gif. Here is the CLC one for example:
  • A banner for your company - (it must be 468px by 60px). This is usually an ad for something your company does. Here is the CLC example:
  • The default currency - The default Currency your organization that gifts are received in.
CSV Report Formatting
All csv reports use the format below. Order of the columns does not matter.

Gift Information

Item CSV Header Header Required Data Required Quickbooks Native Format Description
Employee ID employeeID No No No Alphanumeric 3-18 chars EmployeeID the gift is designated for.
Full Name Name Yes Yes Yes 50 Characters Last, First and Spouse First format is ideal, First Last or Company Name can be used.
Gift Date Date Yes Yes Yes MM/DD/YYYY Date the gift was processed
Amount Amount Yes Yes Yes xxxx.yy or xxxx Amount of the gift
Gift ID Num Yes No Yes 18 Characters In Quickbooks this is the receipt number which is semi-unique and used to calculate a unique Gift ID. If no number is given, an Anonymous gift is assumed and a number is generated.
Motivation Motivation No No No 18 Characters Donor motivation for gift
Payment Method Pay Meth No No Yes 18 Characters Payment method used for the gift
Tendered Amount Tendered Amount No No No xxxx.yy or xxxx If the amount placed into the staff account is less due to exchange fees, this can be used.
Tendered Currency Tendered Currency No No No XXX Only used if different from the Base Currency defined by the organization, such as gifts from donors in other countries
Memo Memo No No Yes No Limits Information about the gift such as what work the gift should go to
Base Currency Base Currency No No No XXX Only used if no Base Currency is set by the country because gifts are constantly processed in different currencies
Personal Gift Flag Personal No No No 0 or 1 If this gift is for the personal use of the staff (in this case it is not tax deductible)

Donor Information

Item CSV Header Header Required Data Required Quickbooks Native Format Description
Employee ID employeeID No No No Alphanumeric 3-18 chars EmployeeID the donor is associated with.
Full Name Name Yes Yes Yes 50 Characters Last, First and Spouse First format is ideal, First Last or Company Name can be used.
Person Type Person Type No No No O' or 'P' Organization or a person
Last Name Last Name No No No 50 Characters Last name or name of the Organization
Organizational Contact Org Contact No No No 50 Characters Contact Person if Person Type is 'O'
First Name First Name No No No 25 Characters First Name of Donor
Middle Name Middle Name No No No 25 Characters Middle Name of Donor
Title Title No No No 25 Characters Title of Donor
Suffix Suffix No No No 25 Characters Suffix of Donor
Spouse Last Name Spouse Last Name No No No 25 Characters Last name of Spouse (if different)
Spouse First Name Spouse First Name No No No 25 Characters First Name of Spouse
Spouse Middle Name Spouse Middle Name No No No 25 Characters Middle name of spouse
Spouse Title Spouse Title No No No 25 Characters Title of spouse
Spouse Suffix Spouse Suffix No No No 25 Characters suffix of spouse
Address Line 1 Name Street1 Yes Yes Yes No Limits First Line of Address
Address Line 2 Name Street2 No No Yes No Limits Second Line of Address
Address Line 3 Name Street3 No No No No Limits Third Line of Address
Address Line 4 Name Street4 No No No No Limits Fourth Line of Address
City Name City No No Yes 50 Characters Mailing City
State Name State No No Yes 50 Characters Mailing State
Zip Name Zip No No Yes 25 Characters Mailing Zip Code
Country Country No No No XXX Mailing Country
Country Description Country Desc No No No 50 Characters Full Name of Mailing Country
Date Address Changed Address Changed No No No MM/DD/YYYY Last Date of Address change. If none provided, Gift Date will be used.
Phone Number Name Phone # No No Yes 50 Characters Contact Phone Number
Date Phone Changed Phone Changed No No No MM/DD/YYYY Last Date of Phone change. If none provided, Gift Date will be used.
Mobile Phone Name Mobile # No No No 50 Characters Contact Mobile Phone Number
Date Mobile Phone Changed Mobile Phone Changed No No No MM/DD/YYYY Last Date of Mobile Phone change. If none provided, Gift Date will be used.
Email Address Name E-Mail No No Yes 200 Characters Contact Email address
Date Email Changed Email Changed No No No MM/DD/YYYY Last Date of Email change. If none provided, Gift Date will be used.
Deceased Deceased No No No 0 or 1 Is the Donor Deceased
Memo Memo No No Yes No Limits Notes about the Donor
Magazine Magazine No No No 0 or 1 Do they receive company publications?
Reminder Frequency Reminder No No No 18 Characters How often are they reminded by the organization to give donation.
Related Donor IDs Related Donor IDS No No No No Limits, comma separated List of other donor IDs associated with this donor
CSV Formatting Rules
All csv reports need to be formatted according to these rules. CSV files do not need to come from Quickbooks. If you're having problems, please send your test csv file to tnt@clcusa.org
  • Field Names - The field names need to be titled exactly, but they do not need to be in the same order as listed.
  • Leading Comma - Quickbooks adds headers in the first column. Any row that you want to be read must have nothing before the first comma (see example below)
  • Trailing Fields & extra columns- All fields are processed but only data from the fields above are put into the datasync file.
Example CSV Output