Add Additional Account in QuickBooks

You can quickly add new accounts to your QBO integration once your initial integration steps are complete. First add the new Chart of Accounts via our Finance module, then connect the new account via the Quickbooks Online Integration module. Lastly, verify the new account by setting the Default Deposit Account when applicable. 

Add Chart of Accounts

Steps:

1. Navigate to Menu > Finance > Chart of Accounts.
2. Click Add.
3. Populate the new Chart of Accounts. 
   
   
4. Save when finished. 

Map additional Chart of Accounts via Quickbooks Integration

Steps:

1. Navigate to Menu > Setup > Integrations > Quickbooks > Settings.
2. Click the gear for Chart of Accounts and select Map Chart Of Accounts.

4. Map the newly created Ordway account(s) to QuickBooks. 

Note: Revisit this step anytime a new account is added that needs to be mapped to QBO. 

5. Save when finished. 

Set Default Deposit Account from Quickbooks

Steps: 

1. Navigate to Menu > Setup > Integrations > Quickbooks > Settings.
2. Click the gear for Payments and select Set Deposit Accounts.
   
   
3. Click the radio button for Set Default Deposit Account and select the appropriate default account from the available drop-down menu or click Use GL Account stored with Payment transactions. Read more about setting the Default Deposit Account from Quickbooks. 
4. Save when finished.