Accounting/Financial

Help with Accounting or Financial Related Inquiries including sales tax, QBO integration, and accounting or financial reporting needs.

Allen Williams avatar Derek Stotz avatar Sarah Kowalski avatar
24 articles in this collection
Written by Allen Williams, Derek Stotz, and Sarah Kowalski
QBO Integration

Journal Entries Created in QBO via Springboard Retail Financial Events

Below are the JEs created in QBO, in real time, for each financial event that is completed in Springboard, when using the QBO Integration.
Allen Williams avatar
Written by Allen Williams
Updated over a week ago

Setting up and / or Preparing a QBO Account for an Integration with Springboard Retail.

You will need a QBO account in order to integration Springboard with QBO. This article outlines the steps to obtain & set up a QBO account.
Allen Williams avatar
Written by Allen Williams
Updated over a week ago

Connecting Your Springboard Account to Your QBO Account (Settings > Integrations > QBO)

How to connect your Springboard Account to your QBO Account and how to import, via this connection, your QBO COAs into Springboard.
Allen Williams avatar
Written by Allen Williams
Updated over a week ago

Configuring (or Mapping) Springboard Finanical Events to Your QBO Chart of Accounts (Settings > Financial)

This article instructs you how to map financial events in Springboard to QBO general ledger accounts. Example screen shots are provided.
Allen Williams avatar
Written by Allen Williams
Updated over a week ago

Syncing Events from Springboard To QuickBooks Online

Once your integration is connected and mapped, you need to 'start the sync' to send the financial events from Springboard to QBO as JEs.
Allen Williams avatar
Written by Allen Williams
Updated over a week ago

Suggested Accounts for the Springboard Retail to Quickbooks Online integration

Derek Stotz avatar
Written by Derek Stotz
Updated this week

Adding Additional General Ledger Accounts to Springboard Retail

Allen Williams avatar
Written by Allen Williams
Updated over a week ago

Why does the SR to QBO integration not allow me to map to an Account Payable Account?

Allen Williams avatar
Written by Allen Williams
Updated over a week ago

QBO: Mapping the Payment Account and Deposit Accounts on your Payment Types

Every payment type needs to be mapped to two QBO GL accounts in the QBO integration. Here is why and how to map those two accounts.
Derek Stotz avatar
Written by Derek Stotz
Updated this week

Why is my financial event showing up as synced in Springboard Retail but not showing up as a Journal Entry in QBO?

Sarah Kowalski avatar
Written by Sarah Kowalski
Updated over a week ago

QuickBooks Online (QBO) Sync Errors: Action Required

Allen Williams avatar
Written by Allen Williams
Updated over a week ago

Using QuickBooks with the Springboard Retail Integration: Helpful Video Tutorials and QB Support

‚ÄčThis article includes a few of the key QBO features that should be used to most efficiently and effectively use the SR to QBO Integration.
Allen Williams avatar
Written by Allen Williams
Updated over a week ago

Journal Entry created When Bringing Original Quantities Into Springboard Retail

Derek Stotz avatar
Written by Derek Stotz
Updated this week