QuickBooks Set Up Tasks
The instructions below assume that you already understand how to work with the QuickBooks Connector. If you have any questions about these steps, please reach out to us and we'll walk you through them.
In QuickBooks
Step 1 |
Go to the Chart of Accounts in your QuickBooks file and look for an expense account called “Bank Fee” or “Merchant Fees” or something that relates to bank charges or merchant fees. If such an account exists, then note the name.
Otherwise, set up an expense account for tracking banking fees. For this example, we will call it Bank Fee. |
Step 2 |
In QuickBooks desktop go to Lists > Payment Methods or In QuickBooks Online click on the Gear > Lists >All Lists > Payment Methods |
Step 3 |
Add the following payment methods: ACH and PaySmart |
In DesignSmart
Step 4 |
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Step 5 |
In the QuickBooks Connector section of the System Settings
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