Chart of Accounts Setup for Quickbooks (Online) Integration
Chart of Accounts Setup for Quickbooks (Online) Integration
To access the QUICKBOOKS INTEGRATION settings: Go to the ADMIN menu → COMPANY SETTINGS screen → QUICKBOOKS INTEGRATION tab
Fetching QuickBooks Chart of Accounts
Fetching QuickBooks Chart of Accounts
The chart of accounts must be fetched from QuickBooks to correctly assign expense, asset and income accounts on product and services.
On the Quickbooks Integration tab in the company settings, click the QuickBooks Chart of Accounts tab.
Click the Fetch QuickBooks Chart of Accounts button.
This will pull all accounts from QuickBooks and show a list of all the ones that were found.
Click Close and then you will see all the accounts appear under the Chart of Accounts Tab.
