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In order to sync NODE40 transactions to your QuickBooks Online account, you must first add your tagged transactions to tag groups.

  1. Create a tag group by navigating to: https://balance.node40.com/portfolio/settings/accounting-integrations/groups and clicking +Tag Group.

  2. Name the tag group (required) and add a description (optional).

  3. Once you have created at least one tag group, you will then select a tag from your list of tags on the right, and drag it to your newly-created tag group.

Repeat this process to organize all of your tags into the appropriate tag groups.

Main QBO Help page: https://node40.atlassian.net/wiki/x/BQBBpg
Tagging Txns: https://node40.atlassian.net/wiki/x/A4BApg
Creating Tag Groups: https://node40.atlassian.net/wiki/x/GwBDpg
Mapping Token Accounts in QBO: https://node40.atlassian.net/wiki/x/BABLpg

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