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Once your transactions have been tagged and added to tag groups, navigate to the “Token Accounts” tab and follow this support document to map your NODE40 Token Accounts in QBO: https://node40.atlassian.net/wiki/spaces/NKB/pages/2789933060/Mapping+NODE40+Token+Accounts+in+QuickBooks?atlOrigin=eyJpIjoiZDJkNzJmODMwZWUwNGViNGFjZjlhM2VhMzkyN2RiZTkiLCJwIjoiYyJ9
Next, you will need to go to the Account Mappings tab to create a mapping between your account(s) in your QuickBooks Online chart of accounts and your NODE40 Balance tag groups.
If needed, navigate to the “Default Accounts” tab to Map the default QuickBooks Online accounts transaction fees and gains/losses are recorded in to ensure they are categorized correctly. (this can also be done individually in the Account Mappings tab.)
Once all transactions have been organized and your tokens and accounts have been mapped, you are ready for your NODE40 data to be synced to QBO. Navigate to the “Sync” tab and check the “I am ready to sync…” box and click “Sync Now”“Sync Now”.
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NOTE: There is no “undo” option once your NODE40 data is synced to QBO. If you would like to start over, or re-set your mappings, please reach out to your NODE40 account manager for assistance. |