Notes: It is important that you have a basic knowledge of QuickBooks and that you are able to setup a ‘New Organisation’ as a trial. For the purposes of the initial test you can use the default QuickBooks chart of accounts. To view/access the page below go to Financials > Synchronise and Settings:
Please ensure that all your tenancies are entered and up to date, all your tenant, tenant deposit and property owner transactions are on Arthur and that your recurring charges are setup.
*Do not add bank accounts into QuickBooks*
Add any accounts codes that you may specifically need – otherwise leave blank.
That’s it – no need to add anything else.
1. All units and properties have owners assigned to them.
2. Recurring charges are setup properly.
3. Registered deposit charges and registered deposit receipts are correct.
4. All your bank accounts in Arthur have the bank account name, sort code and account number fields completed.
Look at the tenant balances, property owner balances, and tenant deposit balances reports and satisfy yourself that they are correct.
The screen below is similar in all three mapping tabs. For example, click on the ‘Mapping Account’ tab and press the save mapping button at the bottom of the page. Repeat this for ‘Mapping Tenancy’, ‘Mapping Class & Location’, ‘Mapping Bank Account’ and ‘Mapping Contact’
Subject to Step 6 being correct, return to Step 1 but this time connect to your live QuickBooks Online Plus account.
After the synchronisation is complete you will see that Arthur would have created your bank accounts in QuickBooks. You can then attach the bank feeds and start reconciling!
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