ProfitCents Integration

Choose or Create a Company to hold financial data

Choose option to work with integration

Select QuickBooks from the list of accounting software

Select QuickBooks Online

Make sure QuickBooks Online account is logged in Make sure QuickBooks Online account is logged in. Otherwise user will be prompted to login.

Authorize the QuickBooks Online account for integration.

Verify Data Being Pulled In Verify that the default settings are correct, and make any changes necessary. Once this is complete, select import and continue to the Income Statement, or select customize mappings to review where the accounts were pulled over.

Customize Mapping 1. Locate in red text, which accounts are “Not mapped yet”. 2. Click on the red text and select where in the financial statement you would like to map this account from the list that appears. 3. You may select multiple accounts at one time.

Save Your Mapping Templates! At the bottom of the mapping page you be prompted to save your mapping schedule. You will be able to load this template moving forward to save time with future integrations. As long as you have typed in a title for the template, the continue bottom will automatically double as a save option, creating your template and bringing you to a completed IS and BS. After clicking “Continue” your integration is complete!