Flourish Accounting Overview
Use Accounting documentation to maintain financial records between Flourish and your accounting system. Configure QuickBooks Online sync or Desktop exports independently, following pre-configuration steps and testing before enabling.
Use Accounting documentation to prepare and maintain the supported flow of financial and operational records between Flourish and your accounting system.
Start by choosing the accounting product your organization uses. QuickBooks Online synchronization and QuickBooks Desktop exports are different workflows and should be configured independently.
Choose your accounting workflow
Accounting system or task | Start here |
Connect and configure QuickBooks Online | |
Review QuickBooks Online sync settings | |
Map Flourish records to accounts | |
Review the available chart of accounts | |
Export data for QuickBooks Desktop |
For the complete QuickBooks Online article set, see QuickBooks Online.
Before configuring accounting
- Confirm the accounting product and company file or account you intend to use.
- Identify which Flourish facilities, items, customers, vendors, orders, and accounts are in scope.
- Review item, destination, vendor, and chart-of-account mappings.
- Decide who owns mapping changes, error review, and reconciliation.
- Test representative records before enabling or relying on a broader sync or export workflow.
When records do not match
Capture the Flourish record, accounting-system record, facility, mapping, timestamp, and error message. Review the integration-specific settings and logs before changing mappings or resending data.
Accounting, tax, and compliance treatment can depend on your organization's configuration and jurisdiction. Confirm reporting and filing decisions with the appropriate accounting or compliance owner.
How did we do?
Managing Chart of Accounts View - QuickBooks Online
