In this article, we will walk you through how to connect your QuickBooks Online account to Teesnap.
There are three tasks that need to be completed in order to set up the integration, the setup process should take no more than 10 minutes.
- Connect Teesnap to your QuickBooks Online Account
- Adjust your Quickbooks Online Chart of Accounts Settings
- Upload a TS.UNDEF GL Code in your QuickBooks Chart of Accounts (CRITICAL)
1. To get started, from the Property Screen in the Admin Portal click on Accounting from the left sidebar menu.
2. At the Accounting Page click on the QuickBooks Integration option.
3. You'll find a checkbox to opt-in and a link to the Terms of Service on the right.
4. After opting in, the Connect to QuickBooks button will become active and can be clicked.
5. A popup modal will appear where you will enter your QuickBooks Online credentials.
6. Once you have entered your credentials, select your company name from the drop-down and click on the Next button.
7. To connect Teesnap with your company's QuickBooks account, press the green Connect button.
8. In the Admin Portal, you will now enter up to 9 email addresses as points of contact for your company. The purpose of this is to allow Teesnap to notify you of any issues that may occur when importing your data from Teesnap to QuickBooks.
9. Next, navigate to your QuickBooks Online Account, click on Help then Account and Settings. 
10. Navigate to Advanced 
11. Click on the pencil icon in the Chart of Accounts section. 
12. Check the box for Enable account numbers and turn the toggle to green. Choose a Discount Account, Tips Account, and Billable Expense Income Account (if these three accounts are applicable). Then click Save.
13. Next, navigate to your QuickBooks Online Account, choose "Transactions and Chart of Accounts" from the left side menu.
14. Select the dropdown next to the New button and choose and Import from the right side of the Chart of Accounts Screen.
15. Next, you'll need to import a TS.UNDEF account. To download the import file, click HERE.
When you've downloaded the file, click on the Browse button of the "Import Accounts" screen and upload the file. Once the file is uploaded and the file name is in text box (as shown below) click on Next in the bottom right of the screen.
16. In the Map Data screen, make sure all fields are checked green, then proceed by clicking the Next button in the lower right corner.
17. Click Import in the lower right hand corner.
Congratulations! You have successfully set up the Teesnap - QuickBooks Online Integration. Your data will sync daily at 3am PT.
If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032.