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Success Checklist: How to set up and connect your Cost Codes in QuickBooks Online

In this article we will get your cost codes set up and connected to your QuickBooks Online account.

Fred Pape avatar
Written by Fred Pape
Updated this week

How to set up cost codes in SynkedUP and link to QuickBooks Online


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1. Click "System Setup"

2. Click "Cost Codes"

3. Click this icon to edit an existing Cost Code.

4. Click "Link to QuickBooks"

5. Find the matching service in QuickBooks Online to link to and select it.

Alert: Alert! Make sure that you are linking to a service and not a category in your Products and Services list.

6. Click "OK"

7. Click here to save.

8. To add a new Cost Code, click "Add Cost Code"

9. Enter the name of the Cost Code

10. Click here to save.

11. Open your QuickBooks Online account

12. Click "Products & services"

13. Click "New"

14. Click "Service"

15. Enter the name of the service

16. Click "Basic info"

17. Set the taxable status (if applicable)

18. Click "Save and close"

19. Switch to back to SynkedUP

20. Find the Cost Code to be linked and click the edit icon

21. Click "Link to QuickBooks"

22. Search for the QuickBooks Online service

23. Select the service to link to

24. Click "OK"

25. Click this icon to save.


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If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.



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