The Goal: Use this reference hub to find the right GrowthZone and QuickBooks Online (QBO) Knowledge Base articles for setting up, mapping, and troubleshooting the QBO integration.
Before You Begin:
- These references support GrowthZone questions about the QuickBooks Online integration. Specific QuickBooks questions need to be addressed by the Intuit Support Center, and specific accounting practices should be addressed by your accountant.
- All QuickBooks links and material must be found on the Intuit Help site. The quick links below may be subject to change by Intuit.
QBO Reference Library
Use the table below to jump to the GrowthZone Knowledge Base article and the matching QuickBooks (Intuit) article for each topic.
| Topic | KB Link |
QuickBooks Link **All QuickBooks links and material must be found on the Intuit Help site. These quick links may be subject to change by Intuit.** |
|---|---|---|
| Best Practice Mode | Best Practice Mode (BP Mode) | |
| Transactions in BP Mode | What Can and Cannot Be Done | |
| Customer ID Number | Customer ID Lookup | |
| Deposits (must be recorded manually in QBO) | Record and Make Deposits in QBO | |
| Mapping Fee Items | Mapping Fee Items | Add product and service item in QBO |
| Mapping Transaction Classes | Mapping Transaction Classes | Track transaction classes in QBO |
| Mapping Discounts | Create a discount in QBO | |
| Mapping Payment Gateways | Mapping Payment Gateways | |
| Mapping Payment Types | Mapping Payment Types | Add and manage your subscription payment method |
| Mapping Write-offs | Mapping Write-offs | Write off bad debt in QBO |
| Notifications | Turn on QBO Notifications | |
| Requirements | Review of integration requirements | |
| Sync Errors | QuickBooks Online Integration Sync Log | |
| QuickBooks Online Integration Course | QuickBooks Online Integration Course |
Step-by-Step Instructions
Download any mapping to Excel
- Go to Settings, Integrations section, click QuickBooks Integrations.
- Click on any mapping area.
All mappings can be downloaded to Excel.
Get notified of QBO actions
Use the My Notifications area to be emailed when specific QBO actions occur.
Common Pitfalls
- Treating Intuit quick links as permanent: The QuickBooks links above are maintained by Intuit and may change without notice. Always confirm against the current Intuit Help site before relying on them.
- Expecting deposits to sync automatically: Deposits must be recorded manually in QBO — they are not posted for you by the integration.