How to Upload a Chart of Accounts

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Sales -> Quickbooks -> Edit Menu -> Quickbooks Upload

In order to set up accounting features on Eyenalyze, the first thing you will need to do is upload your chart of accounts from Quickbooks.  To do so, go to the sales hub and select the Quickbooks fuse.  You can import your chart of accounts by going to the edit menu and selecting Quickbooks Upload.  Here you can browse your files and locate your chart of accounts, which should be a .iif file, the standard for importing and exporting in Quickbooks.  

Once you have selected your chart of accounts file, save your changes, and the Quickbooks page will populate with your chart of accounts.  Finally you must go through and map your chart of accounts.  You will only have to do this once, and you do not have to save after each entry, but you must save in order to apply your changes.  Below is what a completed chart of accounts should look like.  

chart-of-accounts-ss

If you feel that you need more advanced accounting options, please see the tutorial on using the Advanced Accounting page.

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