History for "QuickBooks Online Integration"

Updated by Megan Pastor, Aug 11, 2023 at 10:13am
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APPLIES TO: Coworking, Workplace
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Connect your QuickBooks Online Account to Proximity
Click here to learn more about Quickbooks Online.

From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the QuickBooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed (Advanced Mode only).
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you're using Advanced Mode and you do not choose an account, an account will automatically be created in QBO when it's first needed. If you're not using Advanced Mode, you must select an existing QBO account for each Proximity Account in order to proceed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.

Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to QuickBooks. If you used QuickBooks after the date you choose you will have Proximity's entries as well as your entries in QuickBooks. Double entries can only be removed manually from QuickBooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise, you can choose to sync anytime by navigating to Settings > Integrations > QuickBooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from QuickBooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from QuickBooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs in the Proximity platform rather than when a payment is received.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
- The integration can also be used by spaces outside of the United States. QuickBooks users in Canada, Australia, New Zealand, and dozens of other countries can currently connect their QBO accounts with the Proximity platform via the integration. For a full list of countries supported by the integration, contact us.
Updated by allison blevins, Jul 08, 2023 at 5:25pm
```
APPLIES TO: Coworking, Workplace
```
Connect your QuickBooks Online Account to Proximity
Click here to learn more about Quickbooks Online.

From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the QuickBooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed (Advanced Mode only).
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you're using Advanced Mode and you do not choose an account, an account will automatically be created in QBO when it's first needed. If you're not using Advanced Mode, you must select an existing QBO account for each Proximity Account in order to proceed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.

Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to QuickBooks. If you used QuickBooks after the date you choose you will have Proximity's entries as well as your entries in QuickBooks. Double entries can only be removed manually from QuickBooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > QuickBooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from QuickBooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from QuickBooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity~~Proximity~~ and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs in the Proximity platform rather than when a payment is received.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
- The integration can also be used by spaces outside of the United States. QuickBooks users in Canada, Australia, New Zealand, and dozens of other countries can currently connect their QBO accounts with the Proximity platform via the integration. For a full list of countries supported by the integration, contact us.
Updated by McKenna Yoder, Nov 08, 2022 at 1:09pm
Connect your QuickBooks Online Account to Proximity
Click here to learn more about Quickbooks Online.

From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the QuickBooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed (Advanced Mode only).
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you're using Advanced Mode and you do not choose an account, an account will automatically be created in QBO when it's first needed. If you're not using Advanced Mode, you must select an existing QBO account for each Proximity Account in order to proceed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.

Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to QuickBooks. If you used QuickBooks after the date you choose you will have Proximity's entries as well as your entries in QuickBooks. Double entries can only be removed manually from QuickBooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > QuickBooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from QuickBooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from QuickBooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs in the Proximity platform rather than when a payment is received.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
- The integration can also be used by spaces outside of the United States. QuickBooks users in Canada, Australia, New Zealand, and dozens of other countries can currently connect their QBO accounts with the Proximity platform via the integration. For a full list of countries supported by the integration, contact us.
Updated by Meghan Bissonnette, Jul 14, 2022 at 11:18am
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the ~~Quickbooks~~QuickBooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed (Advanced Mode only).
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you're using Advanced Mode and you do not choose an account, an account will automatically be created in QBO when it's first needed. If you're not using Advanced Mode, you must select an existing QBO account for each Proximity Account in order to proceed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.

Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to ~~Quickbooks~~QuickBooks. If you used ~~Quickbooks~~QuickBooks after the date you choose you will have Proximity's entries as well as your entries in ~~Quickbooks~~QuickBooks. Double entries can only be removed manually from ~~Quickbooks~~QuickBooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > ~~Quickbooks~~QuickBooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from ~~Quickbooks~~QuickBooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from ~~Quickbooks~~QuickBooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs in the Proximity platform rather than when a payment is received.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
- The integration can also be used by spaces outside of the United States. QuickBooks users in Canada, Australia, New Zealand, and dozens of other countries can currently connect their QBO accounts with the Proximity platform via the integration. For a full list of countries supported by the integration, contact us.
Updated by Meghan Bissonnette, Jul 14, 2022 at 11:08am
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.

Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to Quickbooks. If you used Quickbooks after the date you choose you will have Proximity's entries as well as your entries in Quickbooks. Double entries can only be removed manually from Quickbooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs in the Proximity platform rather than when a payment is received.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
- The integration can also be used by spaces outside of the United States. ~~Quickbooks~~QuickBooks users in Canada, Australia, New Zealand, and dozens of other countries can currently connect their QBO accounts with the Proximity platform via the integration. For a full list of countries supported by the integration, contact us.
Updated by Meghan Bissonnette, Jul 14, 2022 at 11:01am
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.

Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to Quickbooks. If you used Quickbooks after the date you choose you will have Proximity's entries as well as your entries in Quickbooks. Double entries can only be removed manually from Quickbooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs in the Proximity platform rather than when a payment is received.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
- The integration can also be used by spaces outside of the United States. Quickbooks users in Canada, Australia, New Zealand, and dozens of other countries can currently connect their QBO accounts with the Proximity platform via the integration. For a full list of countries supported by the integration, contact us.
~~AB 2.28.22~~
Updated by allison blevins, Feb 28, 2022 at 3:08pm

QuickBooks Online Integration ~~(Beta)~~
Updated by allison blevins, Feb 28, 2022 at 3:08pm
~~To turn this feature on, please reach out to Support on the live-chat.~~
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.

Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to Quickbooks. If you used Quickbooks after the date you choose you will have Proximity's entries as well as your entries in Quickbooks. Double entries can only be removed manually from Quickbooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs in the Proximity platform rather than when a payment is received. ~~If your space does not use the accrual accounting method, the integration will likely not work for your space.~~
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
~~ER 2.2.22~~AB 2.28.22
Updated by Emma Reimer, Feb 02, 2022 at 2:09pm
To turn this feature on, please reach out to Support on the live-chat.
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.

Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to Quickbooks. If you used Quickbooks after the date you choose you will have Proximity's entries as well as your entries in Quickbooks. Double entries can only be removed manually from Quickbooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs rather than when a payment is received. If your space does not use the accrual accounting method, the integration will likely not work for your space.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER 2.2.22
Updated by Emma Reimer, Feb 02, 2022 at 2:08pm
To turn this feature on, please reach out to Support on the live-chat.
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.

Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to Quickbooks. If you used Quickbooks after the date you choose you will have Proximity's entries as well as your entries in Quickbooks. Double entries can only be removed manually from Quickbooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs rather than when a payment is received. If your space does not use the accrual accounting method, the integration will likely not work for your space.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER 2.2.22
Updated by Emma Reimer, Feb 02, 2022 at 2:08pm
To turn this feature on, please reach out to Support on the live-chat.
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to Quickbooks. If you used Quickbooks after the date you choose you will have Proximity's entries as well as your entries in Quickbooks. Double entries can only be removed manually from Quickbooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs rather than when a payment is received. If your space does not use the accrual accounting method, the integration will likely not work for your space.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER 2.2.22
Updated by Emma Reimer, Feb 02, 2022 at 2:05pm
To turn this feature on, please reach out to Support on the live-chat.
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to Quickbooks. If you used Quickbooks after the date you choose you will have Proximity's entries as well as your entries in Quickbooks. Double entries can only be removed manually from Quickbooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs rather than when a payment is received. If your space does not use the accrual accounting method, the integration will likely not work for your space.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER ~~11.9.21~~2.2.22
Updated by Emma Reimer, Feb 02, 2022 at 2:03pm
To turn this feature on, please reach out to Support on the live-chat.
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- If you'd like to associate all members with one QuickBooks Online customer for credit card payments and/or ACH, you may select that here, and any individually-mapped customers will be used for all other payment types.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to Quickbooks. If you used Quickbooks after the date you choose you will have Proximity's entries as well as your entries in Quickbooks. Double entries can only be removed manually from Quickbooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs rather than when a payment is received. If your space does not use the accrual accounting method, the integration will likely not work for your space.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER 11.9.21
Updated by Holly Williamson, Dec 15, 2021 at 8:57am

~~Quickbooks~~QuickBooks Online Integration (Beta)
Updated by Emma Reimer, Dec 07, 2021 at 11:54am
To turn this feature on, please reach out to Support on the live-chat.
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to Quickbooks. If you used Quickbooks after the date you choose you will have Proximity's entries as well as your entries in Quickbooks. Double entries can only be removed manually from Quickbooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs rather than when a payment is received. If your space does not use the accrual accounting method, the integration will likely not work for your space.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER 11.9.21
Updated by Emma Reimer, Nov 09, 2021 at 8:38am
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to Quickbooks. If you used Quickbooks after the date you choose you will have Proximity's entries as well as your entries in Quickbooks. Double entries can only be removed manually from Quickbooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs rather than when a payment is received. If your space does not use the accrual accounting method, the integration will likely not work for your space.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER ~~8.14.21~~11.9.21
Updated by Emma Reimer, Nov 09, 2021 at 8:38am
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Start Syncing From: This will be the start date from which your accounts transactions will sync to Quickbooks. If you used Quickbooks after the date you choose you will have Proximity's entries as well as your entries in Quickbooks. Double entries can only be removed manually from Quickbooks.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs rather than when a payment is received. If your space does not use the accrual accounting method, the integration will likely not work for your space.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER 8.14.21
Updated by Emma Reimer, Nov 09, 2021 at 8:36am
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- Once the information is synced, there is not a way for Proximity to remove the information from Quickbooks. If you are wanting to remove any entries or accounts, they must be removed manually.
- Proximity and the integration uses the accrual accounting method, meaning revenue and expenses are recorded when a transaction occurs rather than when a payment is received. If your space does not use the accrual accounting method, the integration will likely not work for your space.
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER 8.14.21
Updated by Emma Reimer, Oct 12, 2021 at 12:22pm
Connect your QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab.
- Select Connect to QuickBooks Online.
  - This will bring you to QuickBooks Online.
- Log in to your QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - ~~Classes are only available in QBO plus and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).~~Classes are only available in QBO Plus and Advanced and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER 8.14.21
Updated by Holly Williamson, Sep 23, 2021 at 2:55pm
Connect your ~~Quickbooks~~QuickBooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > ~~Quickbooks~~QuickBooks Online tab.
- Select Connect to ~~Quickbooks~~QuickBooks Online.
  - This will bring you to ~~Quickbooks~~QuickBooks Online.
- Log in to your ~~Quickbooks~~QuickBooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to ~~Quickbooks~~QuickBooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO plus and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER 8.14.21
Updated by Emma Reimer, Sep 20, 2021 at 10:29am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - Classes are only available in QBO plus and have to be turned on in QBO first. You can do that in QBO by navigating to Settings > Advanced > Categories > Track Classes (turn it on).
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER 8.14.21
Updated by Emma Reimer, Sep 08, 2021 at 11:53am

10
Updated by Emma Reimer, Aug 27, 2021 at 8:59am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business - great to use for multispaces so that you can track which transactions come from which space.
  - If you do not add a class from Quickbooks and leave it blank, a class will be created for you.
Select Save.
Important to Note:
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
- To get back to the last settings page, you can just select "Save and Continue" until you get there.
ER 8.14.21
Updated by Emma Reimer, Aug 19, 2021 at 9:49am

Quickbooks Online Integration (Beta)
Updated by Emma Reimer, Aug 17, 2021 at 1:33pm

01
Updated by Emma Reimer, Aug 17, 2021 at 1:32pm

10
Updated by Emma Reimer, Aug 17, 2021 at 12:12pm
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
Important to Note:
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change information that's already been ~~recorded in QBO.~~synced to QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will need to manually do that in QBO.
ER 8.14.21
Updated by Emma Reimer, Aug 17, 2021 at 12:11pm
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
Important to Note:
- If you choose to sync automatically, information will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change itinformation that's already been recorded in QBO. QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will ~~have~~need to manually do that in QBO.
ER 8.14.21
Updated by Emma Reimer, Aug 17, 2021 at 12:10pm
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
Important to Note:
- If you choose to sync automatically, itinformation will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change it QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will have to manually do that in QBO.
ER 8.14.21
Updated by Emma Reimer, Aug 17, 2021 at 10:09am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - ~~The account hierarchies are created in Proximity. If this is enabled, all of your sub-account hierarchies will match in Proximity and QBO.~~
  - If this is enabled, you will need to choose sub-accounts in QBO to map your sub-accounts in Proximity to. If you do not want to choose sub-accounts, you can uncheck this option. For example - if you want all of the transactions in the sub-accounts under your Accounts Receivable in Proximity to be recorded to your Accounts Receivable account in Quickbooks Online.
  - If “enforce account hierarchy” is selected, parent accounts in Proximity will only be allowed to map to other parent accounts in QBO. Similarly, child accounts can only be mapped to other child accounts.
  - If “enforce account hierarchy” is not selected, more flexibility is allowed. For example, a customer might want to map several Proximity child revenue accounts into a single parent revenue account in QBO to avoid the creation of multiple new accounts.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
Important to Note:
- If you choose to sync automatically, it will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change it QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will have to manually do that in QBO.
ER 8.14.21
Updated by Emma Reimer, Aug 17, 2021 at 9:42am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - The account hierarchies are created in Proximity. If this is enabled, all of your sub-account hierarchies will match in Proximity and QBO.
  - If this is enabled, you will need to choose sub-accounts in QBO to map your sub-accounts in Proximity to. If you do not want to choose sub-accounts, you can uncheck this option. For example - if you want all of the transactions in the sub-accounts under your Accounts Receivable in Proximity to be recorded to your Accounts Receivable account in Quickbooks Online.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
Important to Note:
- If you choose to sync automatically, it will be synced once a day (around 1am local time).
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change it QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will have to manually do that in QBO.
ER 8.14.21
Updated by Emma Reimer, Aug 17, 2021 at 7:39am

21
Updated by Emma Reimer, Aug 16, 2021 at 10:45am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - The account hierarchies are created in Proximity. If this is enabled, all of your sub-account hierarchies will match in Proximity and QBO.
  - If this is enabled, you will need to choose sub-accounts in QBO to map your sub-accounts in Proximity to. If you do not want to choose sub-accounts, you can uncheck this option. For example - if you want all of the transactions in the sub-accounts under your Accounts Receivable in Proximity to be recorded to your Accounts Receivable account in Quickbooks Online.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
Important to Note:
- If you choose to sync automatically, it will be synced once a day.
- After transactions have been recorded from Proximity to QBO, if you choose to change the mapping of accounts or customers, it will not change it QBO. Once the data is synced, it will stay where it was synced to in QBO. If you want to change where a transaction is recorded, you will have to manually do that in QBO.
ER ~~8.10.21~~8.14.21
Updated by Emma Reimer, Aug 16, 2021 at 10:40am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
  - The account hierarchies are created in Proximity. If this is enabled, all of your sub-account hierarchies will match in Proximity and QBO.
  - If this is enabled, you will need to choose sub-accounts in QBO to map your sub-accounts in Proximity to. If you do not want to choose sub-accounts, you can uncheck this option. For example - if you want all of the transactions in the sub-accounts under your Accounts Receivable in Proximity to be recorded to your Accounts Receivable account in Quickbooks Online.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
ER 8.10.21
Updated by Emma Reimer, Aug 11, 2021 at 3:02pm
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account, expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
ER 8.10.21
Updated by Emma Reimer, Aug 11, 2021 at 8:23am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account , expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
ER 8.10.21
Updated by Emma Reimer, Aug 11, 2021 at 8:23am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account , expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to ~~choose QBO accounts for~~view more of your sub-accounts within Proximity and subsequently choose corresponding accounts in QBO to map them to. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
ER 8.10.21
Updated by Emma Reimer, Aug 11, 2021 at 8:20am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account , expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to choose QBO accounts for your sub-accounts. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Choose this option if you want Proximity and QBO to sync automatically, otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online.
- Keep Proximity and QuickBooks in sync automatically: Check this box if you want Proximity and QBO to sync automatically.
  - Otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online > Sync Now.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
ER 8.10.21
Updated by Emma Reimer, Aug 11, 2021 at 8:19am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company from the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account , expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to choose QBO accounts for your sub-accounts. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Choose this option if you want Proximity and QBO to sync automatically, otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
  - Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.
Select Save.
ER 8.10.21
Updated by Emma Reimer, Aug 11, 2021 at 8:16am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Companyfrom the drop-down menu.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account , expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to choose QBO accounts for your sub-accounts. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Choose this option if you want Proximity and QBO to sync automatically, otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
Select Save.
ER 8.10.21
Updated by Emma Reimer, Aug 11, 2021 at 8:16am
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account , expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to choose QBO accounts for your sub-accounts. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Choose this option if you want Proximity and QBO to sync automatically, otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
Select Save.
ER 8.10.21
Updated by Emma Reimer, Aug 10, 2021 at 5:16pm
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts.
Map Proximity Accounts to Quickbooks Online Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account , expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to choose QBO accounts for your sub-accounts. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Choose this option if you want Proximity and QBO to sync automatically, otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
Select Save.
ER 8.10.21
Updated by Emma Reimer, Aug 10, 2021 at 5:15pm
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts.
Map Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account , expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to choose QBO accounts for your sub-accounts. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Choose this option if you want Proximity and QBO to sync automatically, otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
Select Save.

ER 8.10.21
Updated by Emma Reimer, Aug 10, 2021 at 5:14pm
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts.
Map Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account , expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to choose QBO accounts for your sub-accounts. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Map Proximity Customers to QuickBooks Online Customers
This page will list your current members. If any of these members already exist in your QBO account, you may map link them here. If you don't select a customer, one will be created in QuickBooks Online automatically when it's first needed.
- Follow the prompts to continue to Save & Continue or you can choose to Save & Skip Remaining Pages (Choose this option if you want the integration to create the members in QBO for you.)
Select Save & Continue to Final Step.
Additional Settings
- Keep Proximity and QuickBooks in sync automatically: Choose this option if you want Proximity and QBO to sync automatically, otherwise you can choose to sync anytime by navigating to Settings > Integrations > Quickbooks Online.
- Add a class to journal entries: You may specify a custom class that will be applied to all of the journal entries that are synced to QBO.
Select Save.
Updated by Emma Reimer, Aug 10, 2021 at 3:41pm
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts.
Map Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- On the left, you will see all of your accounts and sub-accounts within Proximity. On the right, you can choose the QBO account in which you want to place these transactions.
- Enforce account hierarchy: For each asset account , expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to choose QBO accounts for your sub-accounts. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Updated by Emma Reimer, Aug 10, 2021 at 3:31pm
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts.
Map Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
- Enforce account hierarchy: For each asset account , expense account, liability account, and revenue account, you can choose to check this box to ensure that account hierarchies are matched between Proximity and QBO.
- If you already have accounts created in QBO for each account in Proximity, you can choose the account from the drop-down menu. If you do not choose an account, an account will automatically be created in QBO when it's first needed.
- You can use the [+] sign on the Proximity (left) side of the mapping to choose QBO accounts for your sub-accounts. These sub-accounts are directly related to your Proximity settings and the memberships, add-ons, resources, taxes, etc. you have set up on your site.
Once you have finished selecting the accounts and sub-accounts in which you would like your transactions to be recorded, you can select Save & Continue.
Updated by Emma Reimer, Aug 10, 2021 at 3:16pm
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select ~~Connect to Quickbooks Online~~Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts.
Map Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
Updated by Emma Reimer, Aug 10, 2021 at 2:34pm
Connect your Quickbooks Online Account to Proximity
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts.
Map Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
Updated by Emma Reimer, Aug 10, 2021 at 2:33pm

Quickbooks Online Integration
Updated by Emma Reimer, Aug 10, 2021 at 2:32pm
Connect your Quickbooks Online Account
From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks Online account.
- Select the Company.
- Select Connect.
Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts.
Map Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks Online accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
Updated by Emma Reimer, Aug 10, 2021 at 2:29pm
Connect your Quickbooks Account
~~Navigate~~From your Proximity dashboard, navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
  - This will bring you to Quickbooks Online.
- Log in to your Quickbooks account.
- Select the Company.
- Select Connect.
Once connected, ityou will ~~bring you~~be directed back to your Proximity site to configure the Quickbooks integration by mapping your accounts.
Map Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
Updated by Emma Reimer, Aug 10, 2021 at 2:15pm
Connect your Quickbooks Account
~~tbd~~Navigate to Settings > Integrations > Quickbooks Online tab.
- Select Connect to Quickbooks Online.
- Log in to your Quickbooks account.
- Select the Company.
- Select Connect.
Once connected, it will bring you back to your Proximity site to configure the Quickbooks integration by mapping your accounts.
Map Accounts
This page will list all of the accounts Proximity organizes your transactions into. You may map your own QuickBooks accounts to place transactions where you want them. If you don't select an account, one will be created in QuickBooks Online automatically when it's first needed.
Created by Emma Reimer, Aug 10, 2021 at 1:54pm

History for "QuickBooks Online Integration"

Updated by Megan Pastor, Aug 11, 2023 at 10:13am

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by allison blevins, Jul 08, 2023 at 5:25pm

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by McKenna Yoder, Nov 08, 2022 at 1:09pm

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by Meghan Bissonnette, Jul 14, 2022 at 11:18am

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by Meghan Bissonnette, Jul 14, 2022 at 11:08am

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by Meghan Bissonnette, Jul 14, 2022 at 11:01am

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by allison blevins, Feb 28, 2022 at 3:08pm

Updated by allison blevins, Feb 28, 2022 at 3:08pm

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by Emma Reimer, Feb 02, 2022 at 2:09pm

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by Emma Reimer, Feb 02, 2022 at 2:08pm

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by Emma Reimer, Feb 02, 2022 at 2:08pm

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by Emma Reimer, Feb 02, 2022 at 2:05pm

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by Emma Reimer, Feb 02, 2022 at 2:03pm

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings

Important to Note:

Updated by Holly Williamson, Dec 15, 2021 at 8:57am

Updated by Emma Reimer, Dec 07, 2021 at 11:54am

Connect your QuickBooks Online Account to Proximity

Map Proximity Accounts to QuickBooks Online Accounts

Map Proximity Customers to QuickBooks Online Customers

Additional Settings