This feature is available on all Goodshuffle Pro Plans.
Customers who use QuickBooks Online or plan to begin using QuickBooks Online for their business accounting benefit from the ability to integrate their Goodshuffle Pro account with QuickBooks Online.
Our integration synchronizes your data between Goodshuffle Pro and your QuickBooks Online account.
Below are the guidelines for what our Customer Success team can help with regarding this integration.
The Customer Success Team Does Provide Support For:
The initial integration of your Goodshuffle Pro account and your QuickBooks Online account, and exploring the existing sync options.
Performing a bulk-sync of existing Goodshuffle Pro data from a given date into the future. (Note: there are some limits to the bulk-sync, listed below.)
Questions surrounding the data we synchronize and how it is displayed in your QuickBooks Online account.
General questions about how certain data is populating, or the effects of our "integration settings."
Troubleshooting specific transactions that didn't sync, or reviewing the sync workflow for a specific transaction. We're happy to help, but we'll need you to give us specifics before we can troubleshoot.
The Customer Success Team May Provide Support For:
Questions surrounding the chart of accounts and financial statements. (As they relate to data in Goodshuffle Pro)
Questions about best practices for using our software with QuickBooks Online.
The Customer Success Team Will Not Provide Support For:
Tax questions such as where to file, what your tax liability is, or how to reference your reports for an accountant.
Any question that requires an answer considered "financial advice." This includes accountant, strategy, or prescriptive-level advice, such as "What should I do with the Unapplied Cash Payment Income account?" or "Should I report on Cash or Accrual?"
A bulk resync within specific dates. We only support syncing from a date into the future, not between two set dates. This keeps your starting balances clean and avoids untangling past bookkeeping.
Reviewing A/R (or similar) reports. While we're happy to review specific transactions, we cannot commit to reviewing exported reports from QuickBooks Online.
Setting up QuickBooks Online Projects.
Reviewing transactions from more than one year in the past.
Adjusting revenue accounts from within QuickBooks Online.
Bulk applying Transfers to other bank accounts. Be sure to select your desired bank account when you first set up the integration, since a resynced Transfer will still route to the bank account it was originally directed to.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we're happy to help!
