QuickBooks Online
QuickBooks Online Video Tutorials
Here's some quick link resources regarding QuickBooks Online Full QuickBooks Video Tutorial List QuickBooks Video Tutorial YouTube Playlist
Setup a new QuickBooks Account
Sign up for Quickbooks !!Your QuickBooks Online account must be Plus or Advanced subscription level for it to correctly integrate with Loft!! Go to the Intuit accounts page. Select the Create an account link. Enter your email address and phone ...
QuickBooks Online Settings & Mapping
In this article we will outline Xero's API Settings & Mapping in Loft. Front End Mapping You’ll notice that you now can see back end mapping has been brought to your front end in QuickBooks Online>Settings page under your Integration menu. *mapping ...
QuickBooks Online Contact Mapping
When any transaction is posted we will look at profiles and the contact associated with a transaction and look for an existing QuickBooks Online Contact. When the Contact does not exist in QuickBooks the contact is automatically created and then an ...
Connect to QuickBooks Online
Please note, disconnecting from QuickBooks Online will no longer allow you to post batches from Loft! Follow these quick steps to get your QuickBooks Online account connected/reconnected to your Brokerage in Loft47. Connect QuickBooks Online 1. ...
What journal entries does Loft post to QuickBooks Online?
Processing transactions through Loft automatically generates the accounting entries in QuickBooks Online. The following descriptions show you the results of Loft activities in your accounting records. Deposits When you post a deposit as a receipt in ...
Canadian QuickBooks Online Sales Tax Postings and Filing
Unfortunately, the QuickBooks Online API will not allow Loft to post sales tax the same way we are able to in Xero. In an Agent's payout we post a bill to be paid to the Agent. This bill will include posting the top line commission expense and income ...