Please read the overview article before completing these steps: QuickBooks online: Overview
Within the accounting integration, nominal codes are synced to Commusoft. Please read and check the nominal codes are set up correctly. If they are not set up correctly, click here to rectify the problem.
Locating nominal codes in QuickBooks:
In Quickbooks, go to your settings and then 'Chart of Accounts'.
Find the appropriate account that you wish to link with the Commusoft account.
The Code you need to find is listed under the box labelled 'Name', you must click edit on the nominal code to view the name box. Make a note of this.
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' - copy/paste the display name from QuickBooks Online
- 'Third-party accounting code' - Type in the QuickBooks Online Nominal Code.
3. Type the relevant nominal code into the Third-party accounting code > 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 field if required.
3. Type the relevant nominal code into the Third-party accounting code field > Save