QuickBooks Accounts

In this section we allow you to organize your accounts from your QuickBooks into different sections within AccuLynx.

This requires that the QuickBooks Desktop or QuickBooks Online Add-on is enabled. This also requires that Account Types is enabled within your Account settings.

To begin, hover over Tools at the top of your screen and select QuickBooks Accounts.

QuickBooks Accounts

In this section we will show the accounts that have been brought over from your QuickBooks into AccuLynx on the left. 

1. By checking one or more of these boxes, you'll be able to sort it into Account Types. The available Types are Commission, Labor, Materials, and Other. When you sync a Payment from QuickBooks from a Mapped Account, it will be listed as that Account Type in the Paid Payments section of the Job.

2. After you've selected the Account from your Chart of Accounts, you can then choose the Account Type to Map it to. Click the drop down next to Account Type and choose where you want to send it to (Materials, Labor, Commission, and Other come default). Once you've chosen, click Organize and this will send it to the correct section on the right.

3. If you ever needed to remove an Account from the sections on the right just check the box next to them (or choose Select All) and then click the Remove selected Items button.