💡 Tip: If you’re new to QuickBooks Online and haven’t set up your Products and Services yet, be sure to watch the “Add Your Products and Services” tutorial video below.

This step tells QuickBooks Online which income and expense accounts to link with your AscendTMS Pay Items—so everything flows to the right place.

✅ You're all set! Your Products & Services in QuickBooks Online are now successfully mapped to their respective income and expense accounts.

Going forward, any invoice or bill you export will automatically route to the correct account—keeping your books clean and accurate.

Begin by locating the Accounting tab, then click on QuickBooks.

Select QuickBooks Online:

Click on the QuickBooks Connect button:

Enter your QuickBooks Online login information (However, if you're already logged into QuickBooks Online you will not need to do this step).

Select Authorize to give AscendTMS permission to connect to your QuickBooks Online account.

Once the connection has been established, you will see three new tabs on this screen; Map Pay Items, Map Customers and Map Vendors. These tabs are used to match items such as your pay items, to that of your QuickBooks Online items.

To match these items, find your pay items and simply select the Product and Service item from the drop-down list from your QuickBooks Online account.

You can do the same for your vendors and customers if you wish.

(If you decide not to do so now, you will have this option when you export your first invoice or bill)

Begin by locating the Accounting tab, then select Invoices/Bills

From the Invoices tab, select the invoice(s) that you wish to export, then click the Export Invoice to QB button found here:

Select the Export All Selected Invoices option.

A successfully exported invoice will look like this or similar:

If the export was unsuccessful, you will be provided with a reason as to why, along with the option to correct the error and re-try the export. An example of this screen is provided below

Exporting a record of a received invoice payment is essentially the same process as exporting your invoices, with just a slight tweak to the invoice exporting process. Instead of selecting Export All Selected Invoices, simply select the second option - Export Payments.

As long as the invoices have been exported first, you can export the payments that you have recorded after.

You have now completed the export of Invoices and Payments Received to your QuickBooks Online account.

From within your Accounting Management screen, locate and navigate to the Bills tab.

Click on the + sign to expand the row.

Select the Bill(s) you wish to export to QuickBooks Desktop, then click the “Export Bill to QB” button.

A successfully exported Bill will look like this or similar:

If the export was unsuccessful, you will be provided with a reason as to why, along with the option to correct the error and re-try the export. An example of this screen is provided below