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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.