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. Link 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 Connect to QuickBooks icon

✓ Enter your QuickBooks Online credentials when prompted

✓ Select Authorize

 

2. Set up your asset types 

When a QuickBooks Online account is connected to Asset.Guru, the system 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. Make sure you: 

✓ Review all the settings in this section

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 (BETA).

I'm sure you want to check all the settings so go on and click here for information on each setting listed.

✓ Click Accept these settings to finalise your account set up

 

One tip - if you use quickbooks classes then you'll need to upgrade to a version of Asset.Guru that includes Divisions (Divisions allows you to group your assets together in non asset type related groups) then post the amounts manually. Asset.Guru does not post by class at present. email us support@asset.guru to find out more

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