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Accounting integration

Books that line up with QuickBooks

CarcoCRM's accounting model is designed around a QuickBooks chart of accounts, so the numbers from a completed deal reconcile cleanly instead of being re-keyed by hand.

In beta

Deal and payout activity, ready to reconcile

CarcoCRM organizes deal and payout activity to mirror a real QuickBooks chart of accounts, so what happens on the lot maps to the accounts your bookkeeper already uses. This integration is rolling out in beta, and we are being deliberate about it: the goal is clean reconciliation you can trust, not a rushed sync. You review the activity before anything reaches your books.

How to connect

Connecting QuickBooks

Here is how it works as this integration rolls out.

  1. 1

    Map your chart of accounts

    Line up your QuickBooks chart of accounts with the CarcoCRM accounting model so every deal and payout has a clear home.

  2. 2

    Organize completed activity

    As deals complete, CarcoCRM groups the activity to match the accounts it belongs to, so reconciliation is straightforward.

  3. 3

    Review before it posts

    You review the organized activity and confirm it before anything is committed to your books, so you stay in control of your ledger.

FAQ

QuickBooks questions

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