Clubspot is built to integrate directly and seamlessly with the world’s most popular accounting platforms. We provide an automatic sync connection with Quickbooks Online, and we fully support Quickbooks Desktop via IIF downloads. You can also download journal entries in CSV format to upload into other platforms such as Sage or Xero.
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Clubspot has a direct (auto-sync) integration with Quickbooks Online, making this our preferred platform for ease of use. Once your Quickbooks Online account is connected and mapped correctly, we can enable an auto-sync so there is no importing or exporting required. Clubspot will automatically push data to Quickbooks to keep your accounts in sync.
To connect your Quickbooks Online account, navigate to Reporting > Quickbooks, and then click the Enable More Features button*.*
You will be redirected to Quickbooks, prompted to provide your QBO login credentials, and asked to select the account you would like Clubspot to connect to.
Once your account has been connected your screen should look like this:
As soon as you link your Quickbooks Online account, Clubspot will automatically sync your existing chart of accounts into the Clubspot dashboard. Each account in Clubspot is mapped 1:1 with the corresponding account in Quickbooks, making it easy for Clubspot to push data to Quickbooks.
Once you begin making sales, Clubspot will wait until you have accumulated about a week’s worth of transactions before sharing an export of the journal entries within Clubspot for you to review. This ensures that data is only pushed to your Quickbooks account once you have had time to map your products to the correct accounts and verify the journal entries Clubspot creates.
As soon as your account mapping is complete and you are comfortable with the way the journal entries look, it is time to enable auto-sync from Clubspot to QBO. We typically recommend a nightly sync, but we can configure any cadence you prefer.
<aside> 👉 Please contact [email protected] when you are ready to enable auto-sync for Quickbooks Online.
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While Quickbooks Desktop does not support an automatic sync, Clubspot makes this integration easy with specially formatted IIF files that can be uploaded directly into your Quickbooks Desktop account. For this reason, we support many clubs running the Desktop version of Quickbooks.