How do I set up my Chart of Accounts?

If QuickBooks Online integration is enabled and active, the chart of accounts from QuickBooks will be pulled in to Liquid and will appear in your company’s Chart of Accounts section in Liquid (within Settings). You can then match the relevant QuickBooks accounts to the Liquid chart of accounts. It is recommended to treat QuickBooks as the master chart of accounts listing.

When new payment methods are added after QuickBooks integration is enabled, you will be prompted to match that payment method to a QuickBooks chart of accounts.

All Liquid Chart of Accounts (CoA) should map to a chart of accounts on QuickBooks.

You can resync your Accounts from QuickBooks by clicking the sync button on the Chart of Accounts section of Settings.