Import Your Chart of Accounts

In order to use the sales receipt integration, users will need to ensure that the following Chart of Accounts is configured in their Quickbooks Online account:

1. Download the Chart of Accounts Import Template at the bottom of this article and open the file in Excel.
   
   
2. Review the fields for accuracy. If your business has any additional payment methods not included on the template (Credit Card, Cash, Check, Admin Credit Comped), create a line for every additional payment method that you use in Gingr, then save the file.
   
   
3. View all payment methods in your app by navigating to Left-hand Navigation: Admin » Payment Methods.
   
   
   
   Example of a CSV template customized with unique business payment methods below:
   
   
   
   
4. In QBO, import the Chart of Accounts file under Accounting >> Chart of Accounts.
   
   
   
   
5. In the top right corner, click the drop-down arrow next to "New" to view the "Import" option.
   
   
   
   
   • Upload your Chart of Accounts File:
     
     
     
     
   • Map your fields to match QBO. Note: Account Number will not have a matching field.
     
     
     
     
   • Review your import names, types, and detail types, then finish importing. Note: this information should be automatically filled for you.
     
     

Related Resources

• Quickbooks Topic Outline
• Sign Up for Quickbooks Online How-To
• Integrate SaasAnt with Quickbooks Online How-To
• Import Your Products & Services How-To
• Add a New Customer “Daily Sales” How-To
• Perform Your First Sales Receipt Export How-To

• Gingr Sales Receipt _ Quickbooks Online Chart of Accounts Import Template (24).csv973 Bytes