Only a Primary Admin or Admin can connect QuickBooks and send activity. Everyone else can see which company is connected.
Connect
- Go to Settings → QuickBooks and choose Connect QuickBooks.
- Sign in to Intuit, approve access and pick your company. You'll come back connected.
Choose accounts. Under Account choices, pick:
- the QuickBooks bank account that represents this savings account,
- a bank account for each linked bank,
- a fallback account for money from unknown sources,
- an income account for interest,
- a class, or No class, for every Fund.
A Primary Admin can require a second Primary Admin or Admin to approve account choices.
Send activity
- Set the first date whose activity should go to QuickBooks. Once anything has been sent, this date can't change.
- Choose Review activity to send. Each item is shown as the journal entry it will become.
- Send it. Items that could be duplicates, or that fall in a closed QuickBooks period, are held for you to check.
To fix something you sent, choose Reverse… on it. That posts the exact opposite entry, and you can then send the activity again with corrected accounts.
QuickBooks shows only this savings account's activity, not your organization's complete books.
Still have a question? Email support@usedevote.com, or browse the Help Center.
