Follow these steps to smoothly switch from QuickBooks Desktop (QBD) to a QuickBooks Online (QBO) integration with Enrollsy.
Step 1 — Contact Enrollsy Support
Send a message to support@enrollsy.com letting the team know you're transitioning away from QBD. Our team will update your company settings to ensure a successful QBO integration.
Step 2 — Add Product or Service Name Mappings
You can keep the same account and sub-account mappings you created for your QBD integration. The only change needed is to add a Product or Service Name for each Charge Item and Discount Item. There's no need to create these items in QuickBooks — simply assign a product or service name in the mappings, and they'll be added to your QBO account the first time you sync.
To add Product or Service Name Mappings, follow these steps:
Click the person icon at the top right of your screen, then select My Company
Select the Items tab from the top toolbar
Scroll to the bottom and select Click here to change your QuickBooks mappings
Make sure every Company Mapping, Fee, and Discount type has a Product or Service Name filled in
Click Save Mappings when done
Step 3 — Complete Your First QBO Sync
Once Enrollsy has updated your account settings and your mappings are complete, you're ready to sync.
In the Admin screen, go to Reports on the left sidebar
Select QuickBooks Online Sync
Choose a one-month period that hasn't been synced before
Select Start Sync
Follow the prompts, including logging into your QBO account
Tip: If you're unsure whether a date range has already been synced, check your QBO account for transactions from that period, or go to a customer account in Enrollsy and review their Transaction History — synced transactions show a cloud icon.
Errors When Syncing
If the sync was successful, you're all set. If you run into an error, double-check that you followed the steps above. If the error persists, see Troubleshoot QuickBooks Sync Errors before contacting us — be sure to do all the steps in it, and revert your company file to your backup so you don't end up with corrupted data.
If you've completed every troubleshooting step and are still getting an error message, note the date and time, screenshot or download the error, and contact us through the admin portal chat.
Check Console for Errors
Right-click anywhere in the browser window and select Inspect
Click the Console tab, to the right of Elements
Right-click in the console and select Clear console, then choose to show errors only
Try to reproduce the issue
Screenshot any errors that appear — they'll be in red