Quickbooks : Importing Chart of Accounts from Quickbooks Online

Article Contents: This article summarizes how to import your chart of accounts into Club Caddie from Quickbooks Online

Step by Step

Step 1: Click on the gear wheel icon (settings icon) in the top right corner of Club Caddie.

Step 2: From the left hand menu, select Quickbooks Integration

Step 3: Click on the Quickbooks Online tab and click on "Connect to Quickbooks."

Step 4: When prompted in a new browser, log into Quickbooks Online by clicking on Connect to Quickbooks.

Step 5: In Club Caddie, click on "Import from Quickbooks"

Step 6: To view your imported chart of accounts, click on the "Chart of Accounts" tab.