Must know
- Available on plans that include Accounting Integrations — if you don’t see it, ask your Uplifter contact.
- QuickBooks Online connects today; Xero appears as Coming soon.
- Saving your mappings is what turns syncing on — and saving replaces all existing mappings, so map everything you need at once.
1
Connect
On the Integrations page, click Connect to QuickBooks Online and sign in to authorize Uplifter. You’re brought back to the Integrations page in a “Setup Required” state.
2
Map your accounts
On the Map Your Accounts screen, set these groups:
- Special Accounts — Bank Account (where deposits land), Processing Fees, Refunds Account, and Undeposited Funds.
- Revenue & Expense Accounts — match each of your GL codes to a QuickBooks account.
- Location attribution (optional) — if you’ve set up any facilities, map each to a QuickBooks Class or Department so your revenue and refunds carry their location.
3
Confirm and start
Click Confirm Mappings & Start Sync. Saving your mappings is what activates the sync (you need at least one revenue/expense mapping).
4
Monitor or disconnect
The connected card shows your last sync time and Pending / Processing / Completed / Failed counts. Use Sync Now to run a sync, Show Logs to review recent activity, or Disconnect to remove the connection and its mappings. If the connection’s authorization ever expires, the card shows a Reconnect required prompt — reconnect to resume syncing.