Viewing and Exporting Financial Data

The Financial Dashboard is where you can pull up details of the payments your organization has received. You can include the following transaction categories:

• Membership
• Event
• Donations
• Cart
• Other

You can click on a bar in the graph to get detailed information and search the transactions.

Export Data to QuickBooks or Xero

You can export transactions to a CSV spreadsheet. It will export the transactions from the time period you set at the top. Here you have the option to include open invoices. You can also aggregate by member so that you can easily see how financially active a member has been with your organization.

You can export your financials to QuickBooks or Xero. To do this you will need to first integrate your Xero or QuickBooks account with MembershipWorks.

• Get Quickbooks Online setup instructions
  
• Get QuickBooks Desktop setup instructions
  
• Get Xero setup instructions