How to set up and connect cost codes in SynkedUP

1. Click "System Setup"

2. 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.

4. 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"

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.

9. 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"

12. Click "Link QuickBooks Item"

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

14. Click "Link & Update Info"

15. 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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