How to connect ChecKmate to QuickBooks

ChecKmate keeps your books for you as you sell, buy and pay. Connecting QuickBooks Online sends those entries to QuickBooks too, so your accountant can work there.

Step 1: Open Integrations

Open Accounting from the Dashboard and choose the Integrations tab. You will see QuickBooks Online (and Sage Business Cloud Accounting).

Step 2: Connect

Press Connect QuickBooks Online. Sign in to your QuickBooks account, choose your company and allow ChecKmate to connect. You come back to ChecKmate and the card shows Connected with your company name.

Step 3: Choose what syncs

Under What syncs automatically, choose Journal Entries and/or Chart of Accounts. Use Chart of Accounts Mapping to match your ChecKmate accounts to your QuickBooks accounts. Press Sync Now to send everything straight away, or View Previously Synced to see what has gone.

Disconnecting

Press Disconnect QuickBooks Online on the same card. Entries already in QuickBooks stay there.

Good to know

• QuickBooks sync is part of selected plans - if it is not on yours, you will see an upgrade note on this tab.
• Keep using ChecKmate as normal; the sync happens in the background.