Please read the overview article before completing these steps: Quickbooks online: 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.
- Locating nominal codes in Quickbooks
In Quickbooks, go to Settings > Chart of Accounts
Find the appropriate account that you wish to link with the Commusoft account.
Click into the nominal code in the list to go to the edit screen
The Code you need to find is listed under the box labelled Name. Make a note of this - 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 type the code from Quickbooks in the Third party accounting code box.
Click Add nominal account - 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
Type the code from Quickbooks in the Third party accounting code box.
Click Save nominal account
Repeat this process for each nominal account you want to add/link
Go back to: Quickbooks: Setup accounting integration