ChurchBooks3 Integrations and Imports
ChurchBooks3 works with Givelify and can import your data from QuickBooks Online and from member spreadsheets, so you don't have to retype what you already have. Every one of these is included on every ChurchBooks3 plan, Desktop and Online, starting with Bronze at $9.99 a month.
Start your free 30-day trialAt a Glance
| Integration or import | What it does |
|---|---|
| Givelify online giving page | A Givelify-powered giving page with a QR code (Online; Desktop prints a QR code to your Givelify link) |
| Givelify donation import | Brings Givelify donation exports into your records |
| QuickBooks Online import | Chart of accounts, opening balances, classes and donor list |
| Member CSV import | Your member list from a spreadsheet |
| Desktop to Online | Moving from ChurchBooks3 Desktop, with help from support |
The imports work the same way in ChurchBooks3 Desktop and ChurchBooks3 Online. With Desktop, your church's records stay on your own computer, and the hosted giving page is replaced by a QR code that opens your church's Givelify giving link.
Givelify Online Giving and Donation Import
- Online giving page: every Online plan includes a Givelify-powered online giving page with a QR code. Desktop prints a QR code that opens your church's Givelify giving link.
- Donation import: import your Givelify donation exports into ChurchBooks3. The import matches donors and funds, skips duplicates, and can be undone.
Setting up the giving page: How to add an online giving button to your church website. If an import doesn't go as expected, see the Givelify import troubleshooting guide.
QuickBooks Online Import
ChurchBooks3 can import your chart of accounts, opening balances, classes (as funds) and donor list from standard QuickBooks Online exports: the Account List, Trial Balance, Customer Contact List and Class List, as Excel or CSV files. You see a preview before anything is saved, and an import can be undone.
Transaction history, unpaid invoices and bills, and payroll history aren't imported.
Member CSV Import
Import your member records into ChurchBooks3 from a CSV file, which most spreadsheet programs can save. This is included on every plan, Desktop and Online.
If some rows don't import, see the membership import troubleshooting guide.
Moving from ChurchBooks3 Desktop
There is no automatic transfer from ChurchBooks3 Desktop to Online. Desktop can export its data to CSV, but the exported tables aren't laid out for import into Online, so they take some reformatting first. The support team helps churches with the move.
Try It Free
The free 30-day ChurchBooks3 Online trial includes the Gold plan features and needs no credit card. Nothing is billed when the trial ends. Prefer Desktop? Request the free 30-day Desktop download. Questions? Contact support or see all plans.
Start your free 30-day trialFrequently Asked Questions
Which ChurchBooks3 plans include the integrations and imports?
Every ChurchBooks3 plan, Desktop and Online, from Bronze at $9.99 a month, includes Givelify donation import, a Givelify giving QR code, QuickBooks Online import and member CSV import. Online also hosts a Givelify-powered online giving page.
Does ChurchBooks3 Desktop include the integrations?
Yes. ChurchBooks3 Desktop includes Givelify donation import, a QR code that opens your church's Givelify giving link, QuickBooks Online import and member CSV import on every Desktop plan. Your church's records stay on your own computer. The hosted online giving page is Online only.
Can an import be undone?
Yes. The Givelify donation import and the QuickBooks Online import can both be undone. The QuickBooks Online import also shows a preview before anything is saved.
Can I try the imports before I subscribe?
Yes. The free 30-day Online trial includes the Gold plan features and needs no credit card, and nothing is billed when it ends. ChurchBooks3 Desktop also has a free 30-day trial download.