How to Connect to QuickBooks

Within our Gym Management Software, you’re able to connect to QuickBooks to automatically sync all charges on your platform with your QuickBooks account.

There are 3 main setup steps to take before you’re ready to sync your charges to QuickBooks:

1. Connect to QuickBooks
2. Make sure you have “Locations” set up in QuickBooks for mapping your locations.
3. Make sure you create “Accounts” in QuickBooks for mapping your items for sale (packages, products, plans for sale, group memberships, etc.)

Here’s how to connect to QuickBooks, starting from the “Account” tab of your Dashboard.

The step-by-step instructions are below.

Step-by-Step Guide – Connect to QuickBooks:

Step 1: Make sure you’re signed in with your Exercise.com for Business Admin / Owner account.

Step 2: Click the Account tab, then click “Connected Apps” on the left side menu

Step 3: Scroll down to the QuickBooks option and click on the “connect QuickBooks link.

Step 4: Sign in to your QuickBooks account, then select your company from your QuickBooks account and click “Next”.

Step 5: Click the “Connect” button to confirm your connection.

SUCCESS! Now you should see some additional options for your QuickBooks connection:

Step 6: BEFORE you map your items to QuickBooks or sync past charges, set up your Locations and Accounts in QuickBooks.

See below for instructions on how to set up Locations and add new accounts in Quickbooks:

How to Enable Locations in QuickBooks:

PLEASE NOTE: Enabling Locations in QuickBooks may require an upgrade of your QuickBooks account.

Step 1: Click the Settings icon in the top right corner of QuickBooks.

Step 2: Click “Account and settings” in the “YOUR COMPANY” column.

Step 3: Click “Advanced” in the left side menu.

Step 4: In the “Categories” section, make sure “Track locations” is enabled & save changes.

Step 5: Click the “Done” button in the bottom right corner of the Settings view.

How to Create Locations in QuickBooks:

Step 1: Click the Settings icon in the top right corner of QuickBooks.

Step 2: Click “All lists” in the “LISTS” column.

Step 3: Click the “Locations” option.

Step 4: Click the “New” button to create a new Location.

Step 5: Enter the Location “Name” and save.

We recommend creating a Location in QuickBooks to match each Location that you have set up in your Exercise.com for Business platform.

The location for each purchase will be determined by the location configured on the purchasing customer’s account.

How to Set Up Your Items for Purchase as Accounts in QuickBooks:

Step 1: Click the Settings icon in the top right corner of QuickBooks.

Step 2: Step 3: Click “All lists” in the “LISTS” column.

Step 3: Click “Chart of Accounts”.

Step 4: Click the “New” button to create a new account.

Step 5: Set the “Account Type” to “Income”.

Step 6: Set the “Detail Type” to what you prefer.

We recommend “Sales of Product Income” or “Service / Fee Income”.

Step 7: Set the Account “Name” to the name of your item in Exercise.com.

We recommend using the same names that you used when creating packages, products, plans, group memberships, etc. in your Exercise.com for Business Dashboard.

Step 8: Click “Save and Close” to confirm.

Step 9: Repeat Steps 4-8 for each item that you want to track in detail in QuickBooks.

PLEASE NOTE: Any items that you do not map to a specific Account in QuickBooks will be categorized as “Uncategorized Income”.

Next Steps:

Now that you have QuickBooks connected with your Locations and Accounts configured, you can map your locations and items available purchase from your Exercise.com for Business platform to the corresponding item in QuickBooks!

See below for what to do once QuickBooks account is set up:

• How to Map Locations to QuickBooks
• How to Map Items You Have for Sale to QuickBooks
• How to Sync Charges to QuickBooks