How to Map Your Purchaseable Items to QuickBooks

Within our Gym Payment Processing Software, you’re able to connect to QuickBooks to automatically sync all charges on your platform with your QuickBooks account. To keep your data organized in QuickBooks, we recommend mapping your items available for purchase to specific accounts in QuickBooks.

First, make sure your account is connected to QuickBooks and has Accounts created in QuickBooks for the items you have available for purchase:

• Click Here to See How to Connect to QuickBooks
• Click Here to See How to Create Accounts in QuickBooks

Once you’ve got your Accounts set up in QuickBooks, here’s how to map your items available for purchase to specific accounts in QuickBooks, starting from the “Account” tab of your Dashboard.
The step-by-step instructions are below.

1. Navigate to Connected Apps

Click the Account tab, then click Connected Apps in the left-side menu to access the Connected Apps section and begin managing your integrations.

2. Manage QuickBooks Settings

Scroll down to the QuickBooks option and click the Manage QuickBooks Settings button.

3. Refresh List of Accounts and Locations

Refresh the list of Accounts and Locations from QuickBooks to ensure you have the latest data.

4. Click “Show Packages”

Click the Show Packages to view all purchasable item packages available for mapping.

5. Map Purchasable Items

Use the auto-complete search or select from the list to find the correct account you created in QuickBooks for mapping your item. Repeat as needed to map multiple items (packages, groups, plans, products, service fees, etc.). If an item is not mapped to an account in QuickBooks, it will be added under “Uncategorized Income.”

6. Click “Save QuickBooks Settings”

Once you’ve mapped your items, click the “Save QuickBooks Settings” button to save your changes.

You have successfully mapped your purchasable items to QuickBooks accounts, ensuring accurate charge synchronization. To maintain proper accounting, verify that the ‘Uncategorized Income’ account exists in QuickBooks. For further management, explore additional QuickBooks integration settings or consult support resources.

Next Steps

Now that you have your items mapped to Accounts in QuickBooks, you’re ready to sync your charge history!

Follow this guide to sync past charges:

• How to Sync Past Charges to QuickBooks