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Success Checklist: How to set up and connect your Cost Codes in QuickBooks Online
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 over 10 months ago

How to set up and connect cost codes in SynkedUP

1. Click "System Setup"

Screenshot of: Click "System Setup"

2. Click "Cost Codes"

Screenshot of: Click "Cost Codes"

3. Click "Add from QuickBooks Online" if your Service codes are already set up in QuickBooks Online and select which code you want to add.

Screenshot of: Click "Add from QuickBooks Online" if your Service codes are already set up in QBO and select which code you want to add.

4. Click the "enter your new cost code" field if you need to add a new one.

Screenshot of: Click the "enter your new cost code" field if you need to add a new one.

5. Enter the name of the cost code you want to add.

6. Click "Add cost code"

Screenshot of: Click "Add cost code"

7. Open your QuickBooks Online account and go to "Products and Services"

8. Click "New" to add a new Service item to your QuickBooks Online account.

Screenshot of: Click "New" to add a new Service item to your QBO account.

9. Click "Services that you provide to customers, for example, landscaping or tax preparation services."

Screenshot of: Click "Services that you provide to customers, for example, landscaping or tax preparation services."

10. Enter the name of the Service item.

11. Click "Save and close"

Screenshot of: Click "Save and close"

12. Click "Link QuickBooks Item"

Screenshot of: Click "Link QBO Item"

13. Click on the matching Service item from QuickBooks Online.

Screenshot of: Click on the matching Service item from QBO.

14. Click "Link & Update Info"

Screenshot of: Click "Link & Update Info"

15. Turn on the Revenue toggle.

Screenshot of: Turn on the Revenue toggle.

16. Click the Save icon in the upper right corner.


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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