Steps
- Open the dashboard. In the back office sidebar, click QuickBooks and scroll to Accounts & charge items.
- Map the core accounts. Choose the QuickBooks account for income, cost of goods sold, inventory asset, deposit-to and discount. Each dropdown lists your QuickBooks accounts with their type.
- Map charge items. For each charge you use, pick a QuickBooks service item, for example a Tips item and a Shipping item. Skip charges you never use.
- Save. Click Save account mapping.
- Map expense categories. In Expense categories, choose a QuickBooks account for each SeroPOS expense category, then click Save expense mapping.
- Send existing records. Use Sync data to QuickBooks to send customers, products and invoices for a date range, if they haven't gone yet.
Choosing accounts
Most businesses use the QuickBooks defaults: Sales of Product Income for income, Cost of Goods Sold, Inventory Asset, and Undeposited Funds for deposit-to, so the accountant can match card batches to bank deposits. Ask your accountant if they've set up the books differently.
Charge items are only needed for charges you actually use. If you charge for delivery, map a Shipping service item.
Good to know
Records that failed for a missing mapping retry automatically after you save. QuickBooks Online is supported for Canadian companies. QuickBooks is part of the Pro plan. The QuickBooks item shows in the back office sidebar when your subscription includes it and you're an admin or hold the QuickBooks permission.
Frequently asked questions
Why won't my products sync to QuickBooks Online?
Products need the core accounts mapped first: income, cost of goods sold and inventory asset. Map them in Accounts & charge items, save, and the products retry.
What are charge items?
Service items in QuickBooks that receive extra charges on a sale, such as tips or shipping. Map one per charge type you use so those amounts land on the right line.
Where do expenses go?
Each SeroPOS expense category goes to the QuickBooks account you map it to under Expense categories.