1. Resource Center
  2. Inventory Management

Manage Chart of Accounts (Quickbooks)

Choose which Inventoryy data you would like to sync with Quickbooks


Start URL: https://www.inventoryy.com/chart-of-accounts

Navigate to the "Chart of Accounts" icon in the top right corner.



Sync Your Data with Quickbooks

From the Chart of Accounts page, you will see all data that has not been synced with Quicbooks under the "Pending" tab. Select the data to sync by checking the box on the far left-hand side, then clicking "Sync with Quickbooks".



You will then receive "Your data has been synced to Quickbooks" message.



View Approved Data

To view data that has already been synced with Quickbooks, click on the "Approved" tab.



Dismiss Transactions

For data that you do not want to sync with Quickbooks, select by checking the box on the far left-hand side, then click "Dismiss Transactions".



View Dismissed Data

To view data that has been dismissed and not synced with Quickbooks, click on the "Dismissed" tab.



Select Date Range

The date range by default will be set to "All Time". To view data within a specific timeframe, click "Select Date" then select the start and end dates on the calendar. 



Search

To search for something specific, enter it in the search bar near the top right-hand side.