Setting Up AP Connection

This article shows how to connect your AP to QuickBooks Online by setting up the required accounts for syncing payables.

This article will show you how to connect your AP account from your system to QB Online:

Quick Reference Video Summary:

  • This connection will allow you to sync over your Payables from the system to QB Online
  • To set up the AP Account:
    • Click on the Gear icon in the top right of your QB Online and go to Chart of Accounts
      • Click New
      • Account Type: Cost of Goods Sold
      • Detail Type: Shipping, Freight, & Delivery - COGS
      • Name: FreightCOS
        • This is case sensitive and needs to be exact
      • Click Save and Close
    • The account will now be created and visible in your chart of accounts
  • In order for this account to work correctly, you also need to have an Accounts Payable account setup
    • QB Online should have this setup already, but if it does not:
      • Create an entry in your Chart of Accounts for the following:
        • Name: Accounts Payable
        • Type: Accounts Payable (A/P)
        • Detail Type: Accounts Payable (A/P)