Quickbooks desktop: Nominal codes

Please read the overview article before completing these steps: Quickbooks desktop: Overview

 

Within the accounting integration, nominal codes are synced to Commusoft. Please read and check the nominal codes are setup correctly. If they are not setup correctly, click here to rectify the problem.

  1. Locating nominal codes in Quickbooks

    In Quickbooks, click Company > Chart of account > and note the name of the account (right click > copy.

  2. Adding nominal codes (If the code does not exist in Commusoft)

    In Commusoft, go to settings > System settings

    Click Nominal accounts

    Use the dropdown and select what type of account you are adding, then a short description (i.e Natwest bank), and paste (click in the box > right click > Paste) the accounting code you have copied from Quickbooks

    Click Add nominal account


  3. Linking nominal codes (If the code does exist in Commusoft)

    In Commusoft, go to Settings > System settings

    Click Nominal accounts

    Click Edit next to the account you want to link

    Paste (click in the box > right click > Paste) the accounting code you have copied from Quickbooks
    Click Save nominal account


Repeat this process for each nominal account you want to add/link 

 

 

 

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