How to Map Your Purchaseable Items to QuickBooks

Within our Gym Management 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:

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.

Step-by-Step Guide:

Step 1: Make sure you’re signed in with your for Business Admin / Owner account.

Step 2: Click the Account tab, then click “Connected Apps” on the left side menu

Show where to find Connected Apps

Step 3: Scroll down to the QuickBooks option and click on the “Manage QuickBooks Settings” button.

show the manage quickbook settings button

show how to refresh your quickbooks data

We’ll map a package for our example:
show the location of the show packages link

Step 6: Use the auto-complete search to find the correct Account you created in QuickBooks for mapping your item.

This is pulling from your QuickBooks data:
show where to search for packages

Repeat as needed to map multiple items (packages, groups, plans, products, service fees, etc.). If you do not map an item to an account in QuickBooks, it will be added as “Uncategorized Income”.
show how it looks with an item mapped to an account

Step 7: Once you’ve mapped your items, click the “Save QuickBooks Settings” button to save your changes.

show the save button for quickbooks settings
Now you’ve got the items you have available for purchase mapped to Accounts for easy review in QuickBooks!

Next Steps:

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

See below for syncing past charges:

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