Integration Setup
How do I give access to the Quickbooks setup and export?You will need to be an Admin user in order to perform these steps: 1. Go to Account and then Manage Users AssociationSphere Users. 2. Click on the user. 3. View/Edit Security Settings. 4. Under Accounting choose Full Access. 5. Click on Save.How do I set up the Quickbooks integration?Add accounts from your Chart of Accounts that is in Quickbooks. Typically, you only need your cash accounts, undeposited funds (if you use it) and the income accounts. You may want to include the receivable account if you book pledges in Quickbooks. 1. Go to Account and then cho…How do I add accounts from my Chart of Accounts that is in Quickbooks?Typically, you only need your cash accounts, undeposited funds (if you use it) and the income accounts. You may want to include the receivable account if you book pledges in Quickbooks. 1. Go to Account and then choose Accounting Chart of Accounts. 2. Click on New. 3. Add the Ac…How do I add my Items from Quickbooks?1. Go to Account and then choose Accounting Quickbooks Lists. 2. Click on New. 3. Add the Item Name from Quickbooks. 4. Add the Item Type (usually Service Item). 5. Select the Income account that is used with this item. 6. You can add Descriptions, but they are not necessary. 7.…How do I add my Classes from Quickbooks?1. Go to Account and then choose Accounting Quickbooks Lists. \The Classes are in a dropdown box beneath the Item List. 2. Click on the dropdown and select New/Edit. 3. Type in the Class and click on the save icon. 4. You can edit or delete classes by clicking on the icons for t…How do I map the transactions in AssociationSphere to the transactions that should be created in Quickbooks?The goal in this step is to designate the items, accounts and classes in Quickbooks based on the For, Fund & Event fields in AssociationSphere. As an example, If the transaction in AssociationSphere has FUND = general and EVENT = golf tournament, then in QB I want to use Item =…