Dues & households
–
households paid
– collected
– outstanding
| Address | Owner | Status | Method | Date | Actions |
|---|
Import households
Pick the treasurer's CSV export (or paste it below). Required column: address; optional: owner_name, email, phone. Existing addresses are updated, new ones added. Nothing is ever deleted.
+ Add household
| Address | Owner | Phone | Actions |
|---|
Ledger CSV
Every household with paid/unpaid status for the year, for the board spreadsheet.
Download ledger CSVUnpaid households CSV
Only households that have not paid, for reminder letters.
Download unpaid CSVQuickBooks
One-way exports for QuickBooks Online. The portal stays the ledger of record.
- One time: in QuickBooks go to Settings (gear) → Import data → Customers and upload
wopha-qbo-customers.csv. Addresses become the customer names. - Optional, once per year: Settings (gear) → Import data → Invoices and upload
wopha-qbo-invoices-<year>.csv. Invoice numbers look likeWOPHA-2026-17, so importing the same year twice shows up as duplicates you can skip. - Recommended (cash basis): do not import payments at all. The QuickBooks bank feed already brings in Stripe, Zelle, and check deposits as income.
- Use
wopha-qbo-payments-<year>.csvas a reference to categorize and memo those bank-feed deposits (who paid, which household, what year). - If you imported invoices, match bank-feed deposits to them as payments received. Verify invoice import is available on the association's QuickBooks plan first.
If your bank feed already brings in dues deposits, use the Payments file as a reference. Don't import it as transactions.