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QBO Mapping Payment Types
Mapping GrowthZone’s payment types to QuickBooks payment methods ensures you can track a payment’s origin in QuickBooks. Payments that are synced from GrowthZone to QuickBooks will include the mapped payment method as well as the reference number for the payment. For checks, this is the check number. For credit card …
QBO Mapping Transaction Classes
There are 2 options for using classes with the QuickBooks Online integration. Option 1 is recommended. Option 1: Use Classes Only in QuickBooks Online *recommended Assign transaction classes to a product/service in QuickBooks Online. Any time a transaction syncs from GrowthZone to QuickBooks O…
QBO Mapping Fee Items
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. Update settings on products/services in QuickBooks to avoid creating conflicts between GrowthZone and QuickBooks. Use Intuit's QuickBooks Support for questions on ho…
QBO Mapping Write-offs
QuickBooks Online removes bad debt from your system by applying a credit memo tied to a bad debt product/service. Write-offs in GrowthZone are applied to the income account of each fee item on an invoice. You'll create a map between each income account in GrowthZone and the bad debt product/service in QuickBooks Onli…
QBO Mapping Payment Gateways
Mapping GrowthZone’s payment gateways to QuickBooks payment methods ensures you can track a payment’s origin in QuickBooks. Payments made through a payment gateway (e.g., GZ Pay, Authorize.Net) will be matched to the QuickBooks payment method mapped to that gateway. All other payments will be matched to the QuickBo…
QBO Mapping Discounts
Discounts in GrowthZone work differently than discounts in QuickBooks. Synced invoices with discounts will appear in QuickBooks with a negative line item for each discount. * Create discount product/service in QuickBooks. Use Intuit's QuickBooks Support for questions on how to create a discount. * Create Disco…
QBO Integration Requirements
QuickBooks Online Integration has certain requirements as part of its setup and routine functionality. 1. Undeposited Funds must be the chosen general ledger deposit account. 2. Deferred recognition cannot be processed. 3. Fully on Invoice Date is the only revenue recognition option. 4. Void (not delete) is…
QBO References
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…
QuickBooks Online Integration - Getting Started
See the QuickBooks Implementation Getting Started course. 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 . * …
