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Export to SQL Accounting

Who can do this Owner, Finance

The SQL Accounting Import turns your donations into official receipt documents your accountant loads straight into SQL Accounting — no re-typing.

  • Ask an Owner to turn this export on in your organisation’s settings — it’s off until then.
  • Every donation to be exported must be in Malaysian Ringgit. A range containing any other currency is blocked entirely, so it’s worth exporting one currency’s donations at a time if you take more than one.
  1. Open Finance → Exports, and select SQL Accounting Import.

  2. Set the date range you want to cover.

  3. Select Preview. DonorCARE shows you exactly what would be minted — grouped by banking day and by settlement channel (FPX, cash, bank transfer, e-wallet, cheque…) — before anything is written. Nothing is generated until you’ve run this and cleared any blockers it shows.

  4. Check the excluded rows. Voided, pending, failed, cancelled, draft, zero-amount and test donations are all left out automatically, each listed with the reason why.

  5. Select Generate, then download the ZIP once it’s Ready.

  6. In SQL Accounting, choose File → Import → XML and select the downloaded ZIP.

Do

  • Expect each donation to be covered by exactly one export document, ever. If something about a covered donation changes afterwards, it’s flagged as Changed or Reissued in the export history rather than silently vanishing from the books.

Don’t

  • Expect this to be a two-way sync. DonorCARE never talks to SQL Accounting directly — the ZIP is the whole handoff, and importing it is a manual step every time.
What you see What it means What to do
A blocker about currency The date range includes a donation not in Malaysian Ringgit Narrow the range, or handle that currency’s donations separately
A donation you expected isn’t in the preview It’s voided, pending, failed, cancelled, a draft, zero-amount, or a test donation Check the excluded-rows list for its reason — this is expected, not a bug
SQL Accounting rejects the file The ZIP wasn’t imported through File → Import → XML Re-download and re-import using that exact menu path

Screenshots use sample data. Every screen on this page is captured against a demo organisation seeded with generated donors, amounts, receipt numbers and campaigns. Any resemblance to a real person or organisation is coincidental.