Skip to content
English
  • There are no suggestions because the search field is empty.

Quickbooks : Importing Chart of Accounts from Quickbooks Desktop

Article Contents: This article summarizes how to import your chart of accounts from Quickbooks Desktop

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 Desktop tab and select the down arrow expand the option to select "Import Data"
 
 
Step 4:  Click on "Import Data"
 
 
Step 5:  To view the imported chart of accounts, click on the "Chart of Accounts" tab