How to connect chart of accounts in QuickBooks

Linking your chart of accounts ensures that each approved cost in Planyard is correctly categorized in QuickBooks.

1. Open your project and go to Settings
2. Enable the Chart of accounts feature
3. Click Assign accounts
4. Use the table to link budget line-items:
   • Line-item: Displays all items in your project budget. A warning icon appears if no account is assigned.
   • Accounting account: Double-click a cell to select the matching QuickBooks account

To assign accounts in bulk, click the cell for a category or subcategory — all related line-items will inherit the same account.

Tip: Use Auto match accounts to automatically pair budget items with QuickBooks accounts of the same name.