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