.png)
QBO References
Dec 19, 2024
6
These references are meant to help with GrowthZone's integration of QuickBooks Online. The Knowledge Base links will support GrowthZone questions. Specific QuickBooks questions need to be addressed by the Intuit Support Center. Specific accounting practices should be addressed by your accountant.
| 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 |
All Mappings have the ability to be downloaded to Excel.
- Click QuickBooks Integrations under the Setup module
- Click on any mapping area.
Use the My Notifications area to be emailed when specific QBO actions occur.
