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Adding Additional General Ledger Accounts to Heartland Retail
Adding Additional General Ledger Accounts to Heartland Retail
Bill C. avatar
Written by Bill C.
Updated over a week ago

If you add new general ledger accounts in Quickbooks Online, after you have imported your accounts into Heartland Retail, and you want to use these new accounts in the Heartland Retail integration, you will need to reimport all of your accounts into Heartland Retail.

This also applies if you don’t find the account you are looking for in the popup when mapping Heartland Retail to your accounts. If you want to add a new account, you need to first add the account in your Quickbooks Online account and then re-import your accounts into Heartland Retail.

To re-import accounts into Heartland Retail

Make sure you are logged into your Quickbooks Online account. Go to 'Settings' in Heartland Retail on the top menu, 'Integrations' in the left menu, and double click on the QuickBooks Online link. Under the Status tab, click on Import Accounts. Your accounts will re-import from QuickBooks Online. The new accounts will be at the end of your account list in Heartland Retail.

If you have changed the names of or added any of the accounts in QuickBooks Online you will need to re-map the accounts in Heartland Retail.

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