Syncing Accounting Data with QuickBooks

Overview

Slash integrates with QuickBooks Online to give you two-way sync between your Slash transactions and your QuickBooks accounting records. You can export transaction data from Slash into QuickBooks, and import your chart of accounts, vendors, customers, and classes from QuickBooks into Slash — all from the Accounting page in your dashboard.

Before you begin, you'll need:

• An active QuickBooks Online account
• Admin or Owner permissions in your Slash account

How to Connect QuickBooks to Slash

Step 1: Navigate to the Accounting Page

From your Slash dashboard, navigate to the Accounting page using the sidebar. If you haven't connected an accounting app yet, you'll see a landing page with a "Connect accounting app" button.

Step 2: Connect Your QuickBooks Account

Click "Connect accounting app." A secure connection window will open where you can select QuickBooks Online, sign in to your QuickBooks account, and authorize Slash to access your accounting data. Once authorized, Slash will pull in your chart of accounts, vendors, customers, and classes from QuickBooks.

Step 3: Set Up Account Mappings

You'll be prompted to map your Slash accounts to the corresponding QuickBooks accounts. For each Slash account (cash accounts, credit accounts, etc.), select the matching QuickBooks account from the dropdown. You'll also choose a "Sync from" date that determines how far back Slash will pull transactions for review. Click save when you're done.

How to Export Data from Slash to QuickBooks

Step 1: Go to the Accounting Page

From the sidebar, navigate to the Accounting page. Your transactions will be organized into three tabs: In Review, Ready to Sync, Synced, and Archived.

Step 2: Review and Categorize Transactions

In the "In Review" tab, assign a GL account, vendor, class, and customer to each transaction.

Slash supports custom mapping rules that automatically categorize transactions based on merchant or other criteria, so many transactions may already be pre-categorized.

Step 3: Mark Transactions as Ready to Sync

Once you've reviewed a transaction and assigned the right accounts, mark it as "Ready to Sync." You can do this individually or select multiple entries and mark them in bulk.

Step 4: Sync to QuickBooks

From the "Ready to Sync" tab, click "Sync to QuickBooks" to push the transactions to your QuickBooks account. Successfully synced transactions will move to the "Synced" tab.

If a sync fails, you'll see an error indicator. Click it to view the details and retry after resolving the issue.

How to Import Data from QuickBooks into Slash

Step 1: Go to the Accounting Page

From the sidebar, navigate to the Accounting page. Once QuickBooks is connected, Slash automatically imports and keeps the following data in sync:

• Chart of accounts: Available when categorizing transactions in the Accounting dashboard.
• Vendors: QuickBooks vendors are available for assignment when reviewing transactions or making payments.
• Customers: QuickBooks customers are available for tagging transactions.
• Classes: If you use classes in QuickBooks, they're imported so you can assign them to transactions before syncing.

Step 2: Verify Your Imported Data

You can verify that your QuickBooks data has been imported by reviewing the available options in the transaction categorization dropdowns. Changes you make in QuickBooks will be reflected in Slash automatically.

Need More Help?

If transactions aren't syncing to QuickBooks correctly

• Check that your account mappings are up to date
• Ensure your QuickBooks accounts haven't been archived.

For further assistance, contact Slash Support by emailing support@slash.com, or use the in-app chat in your Slash dashboard.