cr4nes — Phase 1 design mockup — Onboarding · QuickBooks connection (5 of 6)
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← Back to checklist Onboarding · Step 5 of 6

Connect QuickBooks Online

One-time setup: connect your account, then map each charge category to a real QBO item so exports land in the right place.

Connected to QuickBooks Online as Northline Crane & Rigging
Disconnect

Item & account mapping

Each export routes to whatever you pick here. Most bookkeepers already have an opinion about the chart of accounts — this just points at it.

Charge category QBO product / service Income account
Crane Labour
Travel
Fuel
Permits
Consumables

Tax

Default tax rate
Applied per taxable line on export
% HST
The first time you export a job for a new customer, you'll link an existing QBO customer or create one — remembered for every export after that. If an export ever fails (expired connection, an unmapped category), the job shows a clear reason and a manual Retry, right in the approval queue.