2022

Page tree
Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Current »

Issue:

Chart Of Account(COA)- In example-Speciality Revenue - Cdn1$ is missing in Quickbooks Desktop when syncing products (inventory) from CRM/SF to QuickBooks Desktop.

Description:

Error related to the Chart Of Account missing when Syncing Products to Quickbooks.

Solution:

We need to add the COA in Quickbooks.

First, we need to login to the Quickbooks as an Admin.

Then, we need to click on Lists>>Chart of Accounts or press the shortcut key CTRL+A.

 

Then, Chart Of Accounts Window will open. Here, we need to click on Account>>New or press Shortcut key CTRL+N.

Then, a Window to create new Chart of Account will open.

Click on the Radio Button—Other Account Type and Select >>Other income.

 

Then, Other Income Account Type Window will open and fill the details - like Account name etc. Select Tax-line Mapping as Income: Other Income. Then, Click Save&Close.

Then the new COA (Ex-Name>>Speciality Revenue CDN1$ and Type>>Other Income) will be created.


  • No labels