Chart of accounts QuickBooks Desktop mapping
Unlike online accounting integrations (QuickBooks Online, FreshBooks, and Xero), QuickBooks Desktop does not receive data through an automatic sync since it's an offline product. Data is instead exported to an Intuit Interchange Format (IIF) file, which you will then download and upload it to your QuickBooks Desktop account.
Upload method vs. manual method
Mapping your chart of accounts correctly will allow Gusto to export an IIF file that matches the accounts in your QuickBooks Desktop setup. You can either upload your account names from QuickBooks Desktop or type them manually.
- Upload Method (STRONGLY preferred method): Download the chart of accounts from your QuickBooks Desktop account, and upload it to Gusto to ensure that your account names match QuickBooks Desktop exactly.
- Manual Method (alternative): If you type the account names manually, you must make sure that these exactly match the names of the corresponding accounts in QuickBooks Desktop. If the account names do not match, QuickBooks Desktop will create new accounts to accommodate the discrepancy. Tips on using the manual method:
- To map to a subaccount, use the naming convention parent account: subaccount.
- Do not include account numbers when typing out the names.
Once you have added the account names, select the correct accounts for each Gusto transaction. See this article for more information on the mapping.
Note: Refer to Intuit's helpdesk articles for more information on IIF files.