Map funds to QuickBooks accounts

Mapping is done on the QuickBooks Online card in Finance → Accounting, after you connect QuickBooks.

TL;DR

In Finance → Accounting, connect QuickBooks, choose the accounts, and select Save mapping.

Before you start

• Have your QuickBooks chart of accounts at hand.
• If the card says the QuickBooks integration is not enabled yet, contact support.

Steps

1. Open Finance (/admin-church/finance) and go to the Accounting tab.
2. On the QuickBooks Online card, if you see Disconnected, select Connect to QuickBooks and complete QuickBooks’ authorization.
3. Once connected, choose the Deposit bank account and the Fee expense account.
4. Under Funds → income accounts, choose the QuickBooks account for each fund. Funds without an account show Pending.
5. Select Save mapping.