How to Map Your Purchaseable Items 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. To keep your data organized in QuickBooks, we recommend mapping your items available for purchase to specific accounts in QuickBooks.
First, make sure your account is connected to QuickBooks and has Accounts created in QuickBooks for the items you have available for purchase:
- Click Here to See How to Connect to QuickBooks
- Click Here to See How to Create Accounts in QuickBooks
Once you’ve got your Accounts set up in QuickBooks, Here’s how to map your items available for purchase to specific accounts in QuickBooks, starting from the “Account” tab of your Dashboard.
The step-by-step instructions are below.
Step-by-Step Guide:
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 “Manage QuickBooks Settings” button.
Step 4: Click the “Refresh list of Accounts and Locations from QuickBooks” link at the top of the window.
Step 5: Scroll down and click the “+ Show” link for the purchase you want to map to a specific account in QuickBooks.
We’ll map a package for our example:
Step 6: Use the auto-complete search to find the correct Account you created in QuickBooks for mapping your item.
This is pulling from your QuickBooks data:
Repeat as needed to map multiple items (packages, groups, plans, products, service fees, etc.). If you do not map an item to an account in QuickBooks, it will be added as “Uncategorized Income”.
Step 7: Once you’ve mapped your items, click the “Save QuickBooks Settings” button to save your changes.
Now you’ve got the items you have available for purchase mapped to Accounts for easy review in QuickBooks!
Next Steps:
Now that you have your items mapped to Accounts in QuickBooks, you’re ready to sync your charge history!
See below for syncing past charges:
