Within our Workout Software, you have the ability to review the tax data sent to QuickBooks for every transaction when the platform is connected to QuickBooks.
This guide will walk you through the process of reviewing the tax data sent to Quickbooks for every transaction.
1. Account
Navigate to the “Account” section.
2. Connected Apps
Access the “Connected Apps” tab from the expanded menu.
3. Validate Stripe Connection
Validate the connection to your Stripe account.
4. Validate QuickBooks Connection
Locate and click on the connected QuickBooks account.
5. Quickbooks Account
From QuickBooks, click on the account.
6. Select Transactions
In the left sidebar menu, go to “Transactions”.
7. Click on Chart of Accounts
Select “Chart of Accounts”.
8. Chart of Account – Run Report
Go to the chart of account you mapped the package to. And then click on “Run Report” on the correct chart of account.
9. Uncategorized Income – Run Report
If you didn’t map the package to any chart of account, then it will show up in “Uncategorized Income”. Click on “Run Report”.
10. Select Transaction
Select the transaction you’d like to review.
11. Validate the Transaction
Review the transaction details.
The guide covered steps on how to review the tax data sent to QuickBooks.
