How do I manage my chart of accounts from Ivy to Quickbooks Online?

Once you have connected your Ivy account to your Quickbooks Online account, you have access to a Quickbooks tab in your Account Settings. From the Quickbooks tab, you are able to manage how different types of line items created on Ivy will sync over to corresponding income and expense accounts in your Quickbooks Online account.  You can choose from a list of accounts that corresponds to your Quickbooks Online account.

 

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Please note that Ivy creates default accounts for you on your Quickbooks Online account to keep all of your income and expenses organized by the the type of product or service being provided.  You are welcome to change this to your own preferences.  

 

See this video for more information.

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