How to Export Your ItsDeductible Data and Import It into Deductible Duck (Step-by-Step)

Not tax advice. This article is general educational information. For advice about your situation, talk with a qualified tax professional. IRS rules can change, and your facts matter.

If you used ItsDeductible for multiple years, your historical data is valuable. It’s not just “old entries”—it’s your:

• multi-year donation totals,
• item descriptions and categories,
• and a pattern you can reuse each year.

This guide is designed to help you move your history into Deductible Duck cleanly, verify totals, and avoid common import surprises.

What you need before you begin

• Your exported ItsDeductible file(s), the Item, Money, Mileage or Stock CSVs -OR- the complete data export as a ZIP file
• Access to your Deductible Duck account
• 20–30 minutes the first time

Step 1 — Locate or export your ItsDeductible data

If you exported your data before shutdown, you likely have a CSV file on your computer. Common places to check:

• Downloads folder
• Documents folder under “Taxes” or “TurboTax”
• External drive or backup folder
• Email attachments you sent to yourself

If you have multiple files (one per year), keep them together in one folder.

Step 2 — Make a backup copy (do this, seriously)

Before importing anything, copy the CSV file(s) into a folder named something like:

• ItsDeductible Export Backup (Do Not Edit)

This gives you a “known-good” original you can always return to.

Step 3 — Open the CSV and do a quick sanity check

You do not need to become a spreadsheet wizard. Just confirm a few basics:

• The file opens without errors
• You can see recognizable donation entries
• Dates look like dates (not weird codes)
• Amounts look like amounts

What to watch for

• Date formatting differences (MM/DD/YYYY vs YYYY-MM-DD)
• Rows with missing amounts
• Special characters in descriptions (rare, but can happen)

If you see obvious issues, don’t “fix” the backup copy. Work on a duplicate.

Step 4 — Import into Deductible Duck

In Deductible Duck:

1. Get an account and login to Deductible Duck
2. Go to the Import section (or the “Import ItsDeductible CSV” flow if available)
3. Upload your CSV
4. Map fields if prompted (many imports are automatic)
5. Start import

If you have multiple years, import them one at a time. After each import, verify totals.

Step 5 — Verify totals (the most important part)

After import, do these checks:

Check A: Totals by year

Compare:

• Total non-cash
• Total cash
• Total mileage (if applicable)
• Total donations (overall)

If your old tool included “estimated tax savings,” ignore that and focus on donation totals.

Check B: Item counts and categories

Spot-check a few entries:

• A clothing batch
• A furniture/electronics item
• A cash donation
• A large non-cash item (if you have one)

Confirm:

• Description carried over
• Quantity makes sense
• Values are not obviously inflated or truncated

Check C: Highest-value items

Sort by amount and look at your largest entries. These are the ones most likely to need:

• better descriptions,
• or stronger documentation.

Step 6 — Normalize your workflow for the current year

Once history is imported, make this easy for “future you”:

• Decide how you want to record clothing (by item or by small groups)
• Decide how you want to record household goods (grouping vs individual items)
• Decide where receipts/photos live (inside the app, a folder, or both)

The goal is consistent inputs, not perfection.

Common import problems and how to fix them

Problem 1: A few items imported with blank values

This usually means a field didn’t map properly or values weren’t recognized as numbers. Fix:

• Edit those items manually
• Or re-import after confirming the CSV column formatting

Problem 2: Dates imported into the wrong year

If the date field formatting is inconsistent, some systems interpret it incorrectly. Fix:

• Confirm date format in the CSV
• Re-import or bulk-correct dates if the tool supports it

Problem 3: Categories don’t match how you want to track going forward

Your old categories don’t have to be your forever categories. Fix:

• Create a “New” category structure
• Bulk move items gradually, starting with the biggest categories

Make it durable: build your “tax season folder”

Create one folder per tax year (cloud or local). Store:

• Export summary report
• Form 8283 info if applicable
• Receipts and acknowledgments
• Any appraisals (if required)

This turns “I hope I’m fine” into “I know where everything is.”