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Getting Started with QuickBooks Online

Get setup with Asset.Guru and QuickBooks Online in 4 easy steps!

 

1. Link your Asset.Guru and QuickBooks Online accounts

✓ Navigate to the Admin page by clicking the cogwheel icon

✓ Select the Connect to QuickBooks icon in the Connect your accounting application section

✓ Enter your QuickBooks Online credentials when prompted

✓ Select Authorize as pictured below

 

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)

✓ Select the appropriate general ledger account for the asset, depreciation and accumulated depreciation accountfrom the drop down menus provided

✓ 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. Click here for information on each setting listed

✓ Click Accept these settings to finalise your account set up

 

4. Upload your existing assets into your account

Learn all you need to know about importing your existing assets into Asset.Guru here.

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