How to map payments to Quickbooks Online

This guide will show you how to map your payment types in Timely, to an account in QuickBooks.

  1. Head to Setup > Add ons > QuickBooks (Configure).
  2. Click the Edit Settings button.
  3. Go to the Account mappings tab.
  4. Assign a QuickBooks sales account to each of your payment types.
  5. Click Save to apply any changes.

Note: To map a payment type to an account in QuickBooks, the account must have the Account type of Bank. If payments aren't mapped to any accounts then they will automatically be attributed to the "Undeposited funds" account in QuickBooks.

Still need help? Get in touch with the Support Team Get in touch with the Support Team