The Goal: Get started with the QuickBooks Online Integration by turning on QuickBooks notifications and understanding how GrowthZone maps to your QuickBooks Online software.
Before You Begin:
- You need a QuickBooks Online account and permission to manage your organization’s integration settings.
- Work through the QuickBooks Implementation Getting Started course, which outlines all of the different pieces of the QuickBooks Online Integration.
Step-by-Step Instructions
Turn On QBO Notifications
The course will outline all of the different pieces of the QuickBooks Online Integration. We recommend you turn on QuickBooks’ notifications.
- Under your profile name, select My Notifications.
- Search for QuickBooks Online.
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Select both options.
- Click Done.
QBO Mappings
The integration of QuickBooks Online is dependent on mapping elements from GrowthZone to your QuickBooks Online software. The QuickBooks Implementation Getting Started course will explain all of the steps, and all of the mappings can be downloaded to Excel for your convenience.
Common Pitfalls
- Skipping notifications: If you don’t enable QuickBooks Online notifications, you may miss alerts about sync errors. Turn on both notification options before you begin mapping.