How to Set Up and Manage the QuickBooks Online Integration with FranConnect

1 min read

Connect QuickBooks Online to FranConnect so your chart of accounts, sales categories and profit & loss categories line up, and franchise sales import straight into FranConnect.

Before you begin

QuickBooks Integration must be enabled in your FranConnect system — contact your FranConnect point of contact or Support. Your QuickBooks Online account should already be configured. To change the accounting method (cash vs accrual) or adjustment settings, contact FranConnect Support.

Step-by-Step Instructions

Follow these steps to connect QuickBooks Online to FranConnect and import franchise sales

Import your corporate chart of accounts

Open Configure Chart of Accounts under QuickBooks Integration, click Click Here and sign in to QuickBooks Online to pull in any unsynced accounts.

Configure Chart of Accounts page with the Click Here button

Fig 1 — Configure Chart of Accounts. Click Click Here to sign in to QuickBooks Online.

Create your sales categories

Open Configure Categories for Sales Report, choose Add New Category from the menu, name it, pick Addition or Subtraction and click Save.

Add New Category dialog with name and type fields

Fig 2 — Name the category and choose Addition or Subtraction.

Tip

Choose Addition when money comes in and Subtraction when it goes out. Create one category for each chart of accounts you plan to map.

Create your profit & loss categories

Open Configure Profit & Loss Categories, choose Add New Main Category, name it, pick the type and click Save.

Add New Main Category option on the Profit and Loss Categories page

Fig 3 — Profit & Loss Categories. Select Add New Main Category.

Map the franchisee's accounts to corporate (franchisee task)

The franchisee opens Configure QuickBooks Chart of Accounts, clicks Click Here to import their accounts, then drags each one onto the matching standard account and clicks Save.

Drag and drop mapping screen for franchisee chart of accounts

Fig 4 — Drag each franchisee account onto the matching standard account, then Save.

Map corporate accounts to a sales category

On Configure Categories for Sales Report, open the Associate Mapping tab, drag each standard account onto the sales category it belongs to and click Save.

Associate Mapping tab for sales categories

Fig 5 — Associate Mapping tab. Drag accounts onto the sales category.

Map corporate accounts to a profit & loss category

On Configure Profit & Loss Categories, open Associate Mapping, optionally pick a brand from Select Brand, then drag each account onto the matching category's Drop Here area and click SAVE.

Associate Mapping page with the Select Brand dropdown

Fig 6 — Select Brand filters both columns to that brand’s accounts and categories.

Important

Select Brand is single-select. Brand-wise mapping only works for accounts and categories associated with that brand; anything without a brand shows unfiltered. Switching brand before saving warns you that unsaved changes will be lost.

Import franchise sales

The franchise user opens Financials › Sales, clicks Import, chooses QuickBooks Online, selects the report period, clicks Continue, then reviews the summary and clicks Save.

Import drawer with the QuickBooks Online button

Fig 7 — Import drawer. Choose QuickBooks Online.

Note

A corporate user must sign in and approve the imported sales report before it is final.