QuickBooks - Settings & Mappings

OwnerRezApr 24, 20205m 17s2.1K viewsScore 75
Hosting Operations
intermediate
QuickBooks integration
OwnerRez settings
invoice mapping
financial sync
accounting setup
M

Summary

AI-generated

This video explains how to configure QuickBooks settings and mappings within OwnerRez after connecting your accounts. Hosts will learn to control invoice creation, map various financial elements like properties, surcharges, deposits, and taxes, and ensure accurate financial syncing between platforms.

Key insights

  • OwnerRez automatically updates QuickBooks to create or update invoices in the background whenever a booking is created or updated.

Mistakes to avoid

  • Failing to use the 'Refresh References' button after updating QuickBooks entities can lead to outdated mapping options in OwnerRez, causing sync errors.

Tools & resources

  • QuickBooks Connecting & Setup guideguide

    OwnerRez provides a guide for connecting and setting up your QuickBooks account.

Frequently Asked Questions

Curated by Learn STR by GoStudioM · Summary & key insights generated by AI · Reviewed by editorial