The Goal: Understand how GrowthZone Fee Items map 1:1 to Products/Services in QuickBooks Online, and how to configure your QuickBooks settings so the two systems stay in sync.
Before You Begin:
- You need an active QuickBooks Online integration connected to your GrowthZone database.
- You need permission to view and edit Fee Items in GrowthZone and Products/Services in QuickBooks Online.
- Have your QuickBooks Online login handy so you can review Product/Service settings.
Step-by-Step Instructions
- Confirm your QuickBooks Online integration is connected. Go to Settings, click Integrations, and confirm the QBO mapping.
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Review how Fee Items map to QuickBooks. Fee Items in GrowthZone will map 1:1 to Products/Services in QuickBooks. The table below describes the fields you will see on a GrowthZone Fee Item.
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Update settings on Products/Services in QuickBooks to avoid creating conflicts between GrowthZone and QuickBooks.
- For questions on how to set up Products/Services in QuickBooks Online, use Intuit's QuickBooks Support.
Common Pitfalls
- Mismatched Product/Service settings: If a QuickBooks Product/Service is configured differently than its matching GrowthZone Fee Item, the integration can create sync conflicts. Update the QuickBooks settings to match before relying on the mapping.