Importing Chart of Accounts from Quickbooks

Importing Chart of Accounts from Quickbooks Online

Article Contents :

How to Import your Chart of Accounts from Quickbooks Online?

Step-By-Step :

Step 1:  Click on the gear wheel icon (settings icon) in the top right corner of Club Caddie.



Step 2:  From the left hand menu, select Quickbooks Integration



Step 3:  Click on the Quickbooks Online tab and click on "Connect to Quickbooks."



Step 4:  When prompted in a new browser, log into Quickbooks Online by clicking on Connect to Quickbooks.



Step 5:  In Club Caddie, click on "Import from Quickbooks"




Step 6:  To view your imported chart of accounts, click on the "Chart of Accounts" tab. 




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