Skip to main content
September 2, 2023
Question

I want someone from the support team, speaks Arabic, to help me integrate the charts of account with Mechanicdesk

  • September 2, 2023
  • 1 reply
  • 0 views
I have account on Mechanicdesk and i need to create chart of account on QuickBooks and i already create the integration on Mechanicdesk but i found no any data reflected on QuickBooks , so I need someone from the support team, speaks Arabic, to help me integrate with Mechanicdesk

1 reply

Bryan_M
September 2, 2023

We're glad you chose here to post your concern about the integration of Mechanicdesk to QuickBooks Online, Bmwcrank1. Let me help you accomplish your goal.

 

First, let's learn how to create a Chart of accounts in QuickBooks Online (QBO). Feel free to follow the steps below:

 

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Select New to create a new account.
  3. In the Account Type dropdown, choose an account type.
  4. From the Detail Type dropdown, select the detail type that best fits the transactions you want to track. Learn more about detail types.
  5. Give your new account a name. Tip: Use the detail type description to create a name that describes what you're tracking.
  6. Add a description.
  7. If this is a subaccount of an existing account, select Is sub-account and then enter the parent account. Learn more about parent accounts and subaccounts.
  8. Now, let's ensure the account in QuickBooks matches your real-life bank or credit card account. Choose when you want to start tracking your finances. In the Balance field, enter the amount in the account, and determine the as of date. Enter today's date if you want to start tracking immediately.
  9. After that, select Save and Close.

 

Once done, you can contact our live support to help you understand the integration of QBO and Mechanicdesk.  You can click this link for the detailed steps: How and when can I contact QuickBooks Online support?

 

Moreover, it's also best to contact the Mechanicdesk live support since both systems might have different mapping procedures in terms of integration.

 

For future reference, you can navigate these articles to help you manage your accounts:

 

We're thankful for utilizing QBO in creating your chart of accounts. Feel free to come back here if you have additional questions. We'll be willing to lend a hand. Take care, and have a good day.