---
title: How to Setup your QuickBooks Integration
description: In this article, we will walk you through how to connect your QuickBooks Online account to Teesnap.
---

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# How to Setup your QuickBooks Integration

## In this article, we will walk you through how to connect your QuickBooks Online account to Teesnap.

#### Six tasks need to be completed to set up the integration:

- Adjust your Quickbooks Online Chart of Accounts Settings
- Upload a TS.UNDEF GL Code in your QuickBooks Chart of Accounts **(CRITICAL)**
- Download your Quickbooks Online Chart of Accounts
- Import your Chart of Accounts into Teesnap Accounting Assignment
- Assign all Chart of Accounts to correct general ledger mapping in Teesnap Admin
- Connect Teesnap to your QuickBooks Online Account

STEP 1. Navigate to your QuickBooks Online Account, click on **Help,** then **Account and Settings.**  ![QBO 1.1](https://support.teesnap.com/hs-fs/hubfs/QBO%201.1.png?width=688&height=402&name=QBO%201.1.png)

2\. Navigate to **Advanced** ![QBO 1.2](https://support.teesnap.com/hs-fs/hubfs/QBO%201.2.png?width=688&height=402&name=QBO%201.2.png)

3\. Click on the **pencil icon** in the **Chart of Accounts** section. ![QBO 1.3](https://support.teesnap.com/hs-fs/hubfs/QBO%201.3.png?width=688&height=402&name=QBO%201.3.png)

4\. 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**. 

![QBO 1.4](https://support.teesnap.com/hs-fs/hubfs/QBO%201.4.png?width=688&height=402&name=QBO%201.4.png)5. Next, go to your QuickBooks Online Account and select "**Transactions** and **Chart of Accounts**" from the left-hand menu.

![QBO 2](https://support.teesnap.com/hs-fs/hubfs/QBO%202.png?width=688&height=405&name=QBO%202.png)

6\. Select the dropdown next to the **New** button and choose **Import** from the right side of the Chart of Accounts Screen.

![QBO 3](https://support.teesnap.com/hs-fs/hubfs/QBO%203.png?width=688&height=234&name=QBO%203.png)

7\. Next, you'll need to import a TS.UNDEF account. To download the import file, click [HERE.](https://support.teesnap.com/hubfs/TeesnapUndefined_COA.xlsx?hsLang=en)

When you've downloaded the file, click the **Browse** button on the "Import Accounts" screen and upload it. Once the file is uploaded and the file name is in the text box (as shown below), click **Next** at the bottom right of the screen.

![QBO 4](https://support.teesnap.com/hs-fs/hubfs/QBO%204.png?width=688&height=352&name=QBO%204.png)

8\. In the Map Data screen, make sure all fields are checked green, then proceed by clicking the **Next** button in the lower right corner. 

![QBO 5](https://support.teesnap.com/hs-fs/hubfs/QBO%205.png?width=688&height=354&name=QBO%205.png)

9\. Click **Import** in the lower right-hand corner. 

![QBO 6](https://support.teesnap.com/hs-fs/hubfs/QBO%206.png?width=688&height=355&name=QBO%206.png)

10\. Next, choose **Chart of Accounts** from the settings menu in Quickbooks Online.![Chart of Accounts](https://support.teesnap.com/hs-fs/hubfs/Chart%20of%20Accounts.png?width=688&height=248&name=Chart%20of%20Accounts.png)

11.  Now choose "Run Report" and export to CSV.

![Export Chart-1](https://support.teesnap.com/hs-fs/hubfs/Export%20Chart-1.png?width=688&height=301&name=Export%20Chart-1.png)

12\. Next, from the Property Screen in the Admin Portal, click on **Accounting** from the left sidebar menu.

![Picture1](https://support.teesnap.com/hs-fs/hubfs/Picture1.png?width=688&height=504&name=Picture1.png)

13\. Select General Ledger Codes.

![Ledger Codes input](https://support.teesnap.com/hs-fs/hubfs/Ledger%20Codes%20input.png?width=688&height=301&name=Ledger%20Codes%20input.png)

14\. Now, choose the import button. You must ensure that the exported file from QuickBooks matches the import file format. 

![Import button](https://support.teesnap.com/hs-fs/hubfs/Import%20button.png?width=688&height=303&name=Import%20button.png)

15\. Choose the chart of account file from your QuickBooks download as the file to upload. 

16\. Next, you will need to map all of your chart of accounts in the Teesnap Accounting Category Assignments and Balance Sheet accounts sections.

17\. Now that you have assigned all GL Codes in Teesnap, click on the **QuickBooks Integration** option on the Accounting Page.![Picture2](https://support.teesnap.com/hs-fs/hubfs/Picture2.png?width=688&height=173&name=Picture2.png)

18\. You'll find a checkbox to **opt-in** and a link to the **Terms of Service** on the right.

![Picture3](https://support.teesnap.com/hs-fs/hubfs/Picture3.png?width=688&height=234&name=Picture3.png)

![Picture4](https://support.teesnap.com/hs-fs/hubfs/Picture4.png?width=688&height=609&name=Picture4.png)

19\. After opting in, the **Connect to QuickBooks** button will become active and can be clicked.

![Picture4B](https://support.teesnap.com/hs-fs/hubfs/Picture4B.png?width=688&height=235&name=Picture4B.png)

20\. A popup modal will appear where you will enter your QuickBooks Online credentials.

![Picture5](https://support.teesnap.com/hs-fs/hubfs/Picture5.png?width=688&height=592&name=Picture5.png)

21\. Once you have entered your credentials, select your company name from the drop-down and click on the **Next** button.

![Picture6](https://support.teesnap.com/hs-fs/hubfs/Picture6.png?width=688&height=601&name=Picture6.png)

22\. Press the green Connect button to connect Teesnap with your company's QuickBooks account.

![Picture7](https://support.teesnap.com/hs-fs/hubfs/Picture7.png?width=688&height=609&name=Picture7.png)

23\. In the Admin Portal, you will now enter up to 9 email addresses as your company's contact points. This will allow Teesnap to notify you of any issues that may occur when importing your data from Teesnap to QuickBooks.

![Picture8](https://support.teesnap.com/hs-fs/hubfs/Picture8.png?width=688&height=265&name=Picture8.png)

Congratulations! You have successfully set up the Teesnap—QuickBooks Online Integration. Your data will sync daily at 3 a.m. PT. 

**If you have any questions, please do not hesitate to contact Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032.**

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