Reminder: You will require login information to your QuickBooks account.
Navigation: Settings > Integrations > Accounting
Step 1. Enable QuickBooks
Enable the QuickBooks toggle
This will open up the QuickBooks connection option
Click Connect QuickBooks
This will open up the Configure QuickBooks Connection Sidebar
Input your Connection Name
Input your Quickbooks Company Name
Select the locations you require (multiple locations can be selected).
Input any description you require.
Save.
Step 2. Edit your connection
The status of the connection is shown here, in the example below the connection is “connected” as shown by the Green Connected icon. If you need to make an amendment to your connection, follow the steps below.
Click on the three vertical dots
Select one of the following: Mappings, Location, Tax Rates, Edit, Reconnect, Disconnect or Delete your connection.
Step 3. Configure Account Mapping
Process
Click on the three green dots to the right of the account you need to map.
Select the “Mappings” button
This will open up the Configure Account Mapping sidebar
Configure Account Mapping
Select the QuickBook Bank Account
Map each revenue category to a QuickBooks revenue account.
Save your work!
Revenue Mapping Categories include: Pack Sales, Pass Sales, Subscription Sales, General Entry Sales, Stock Sales, Session/Class Drop-in Sales, Service Drop-in Sales, Corporate Redemption Sales, Corporate Invoice Sales, Course Sales, Bundle Sales, Group Booking Deposit Sales, Group Booking Payment Sales, Giftcard Sales, Membership Initiation Fee, Membership Freeze Fee, Cancellation Fee Sales, Fees, Refunds
Reminder: Unmapped categories will be skipped during sync.
Step 4. Configure Tax Rate Mappings for your connection
Click on the three green dots to the right of the account you need to edit the tax rates of.
Select Tax Rates
Map each platform tax rate to a QuickBooks liability account.
During sync the collected tax is credited to the mapped account instead of being bundled with revenue.
Save your work!
Step 5. Sync your connection
Here you have 2 options, setting up a Automated Sync, and the option to Sync Now.
For an automated sync, select the Enable Automation button. This will open up the sidebar.
Select the Frequency
Define the Run Time
Define the Start Date
Save your work!
Pressing the Sync now will process the sync request instantaneously.
A Sync history will be displayed below.
For QuickBooks customer support, follow the link below: