Please read the overview article before completing these steps: Quickbooks desktop: Overview
Important Notes
- Within the accounting integration setup, nominal codes are synced to Commusoft.
- The integration does not support Subaccount nominals codes.
- Why are my nominal codes not set up correctly?
Locating nominal codes in QuickBooks:
In Quickbooks, click Company > Chart of account > Account Name
How do I link a new nominal code? (If the code does not exist in Commusoft)
1. Go to system settings > Nominal accounts
2. Add a Nominal Account > Fill the required details out in the side panel
- Nominal account type - select the required type from the dropdown
- Description - Set a name for the nominal code
- Third party accounting code - Enter exact Account Name from Quickbooks Desktop
3. Enter the relevant code in the Third-party accounting code field > Save
How do I link an existing Nominal Code? (If the code does exist in Commusoft)
1. Go to system settings > Nominal accounts
2. Click 'Edit' on the right for the nominal group you wish to amend > Edit description if required.
3. Type in the relevant code in the Third-party accounting code > Save