Articles tagged qb-online

Walk through the QuickBooks setup wizard — account mappings, class mappings, payment-method mappings, sync settings — and what to verify after the first sync runs.

Don't connect QuickBooks first and figure things out later. The five things you need lined up before clicking Connect determine whether the first sync runs cleanly or you spend a week untangling duplicates.

Tax mapping is where most QuickBooks sync issues are born. Suprata thinks in tax categories; QuickBooks thinks in tax codes; the bridge is a small but unforgiving table you have to set up correctly. Here's the mental mod...

The sync report is the single most useful diagnostic page in the QuickBooks integration. Once you can read it, you can answer any 'why didn't this push to QB?' question in under a minute.