How to connect your account to QuickBooks Online

Get setup with Asset.Guru and QuickBooks Online by following the steps below and you'll be able to take advantage of our integration in no time!

1. Connect your Asset.Guru and QuickBooks Online accounts

✓ Navigate to the Admin page by clicking the cogwheel icon

✓ Expand the Connect your accounting application section and select the Intuit QuickBooks icon

✓ Enter your QuickBooks Online credentials, and if needed, select the correct QuickBooks organization name when prompted

✓ Select Authorize

2. Set up your asset types

When a QuickBooks Online account is connected to Asset.Guru, Asset.Guru automatically creates asset types based on the fixed asset accounts in QuickBooks Online.

This means all you have to do is set a default depreciation schedule and map each asset type as follows. 

✓ Select Edit on an asset type

✓ Set a default depreciation schedule for the asset type (recommended). If you want to only TRACK (not depreciate that Asset Type), or you don't wish to set a default, simply leave them as they are with the selection on  None

✓ Select the appropriate general ledger chart of account for the asset, depreciation and accumulated depreciation account from the drop down menus provided.

Hint: If you can't find any of these accounts in a drop down menu, simply untick the  Filter Accounts check box and try again

✓ Click Confirm

3. Set up your Accounting Rules

Review and confirm your accounting rules to allow Asset.Guru to automate your processes and make your life simpler.

Hint: The default settings for each item under this section apply to most of Asset.Guru accounts.

The three main settings to check are the  Default Depreciation Averaging Method, the Journal Posting Start Date, and Enabled Bill Import Integration.

Additional information about these settings can be found here.

✓ Click  Accept these settings to finalise your account set up

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