Note: This feature may be subject to an additional cost outside of your base Kajabi plan fee.
Overview
Integrating Kajabi Payments with QuickBooks Online helps you track your business income and expenses automatically. Using QuickBooks Sync by Acodei, your transaction data syncs seamlessly between platforms.QuickBooks Online and QuickBooks Sync by Acodei
QuickBooks Online is a powerful accounting software that helps all types of businesses track income and expenses anytime, on any device. QuickBooks Sync by Acodei automatically imports your Kajabi Payments transaction data into QuickBooks Online so you can easily reconcile your transaction data and know where your business stands.Note: Syncing transaction data from Kajabi to QuickBooks is only available with Kajabi Payments. Learn how to onboard to Kajabi Payments.
Imported data from Kajabi Payments
Once integrated, Kajabi Payments will pass your payout information to QuickBooks Online via QuickBooks Sync by Acodei, including the following details:- Fees
- Payouts
- Transaction amount
- Offer Internal Title
- Offer ID
- Customer name (if provided)
- Customer email (if provided)
- Customer address information (address, state, zip, country) (if provided)
- Offer Quantity
- Sales Tax Amount
- Sales Tax Name
- Sales Tax Rates
- Order ID (for Cart transactions)
Install QuickBooks Sync by Acodei
Before starting your QuickBooks integration, make sure you have an active QuickBooks Online account and you’ve fully onboarded to Kajabi Payments. Then, begin the integration process by installing the QuickBooks Sync by Acodei app in your Kajabi Payment Integrations Settings.Note: QuickBooks Sync by Acodei is a subscription software app. You can sync up to 30 transactions per month from Kajabi to QuickBooks for free using QuickBooks Sync by Acodei. Upgrade to a higher subscription tier to sync a larger number of transactions.
- Select Settings from the lower left corner of your Kajabi dashboard
- Select Payment Settings
- Navigate to QuickBooks Sync by Acodei and click View app
- At the top right corner of the next screen, click Install app
- A modal popup will appear. Review the app permissions and click Install
Connect your Kajabi account to QuickBooks
Once you’ve installed the QuickBooks Sync by Acodei app, use the app to connect your Kajabi account and your QuickBooks account. To integrate QuickBooks Online with Kajabi Payments:- After installing the app, you’ll be directed to a QuickBooks Sync welcome screen. On the welcome screen, click Start onboarding
- Click Connect to QuickBooks
- When prompted, enter your Intuit/QuickBooks User ID and Password
- Click Connect on the next screen to confirm
Complete the integration onboarding process
After connecting your accounts, set up your integration of QuickBooks Online with Kajabi Payments via the in-app onboarding process. To integrate QuickBooks Online with Kajabi Payments:- Confirm that you see a green “Connected” label next to your account name and click Continue
- Select a deposit account for your Kajabi payouts. This is typically a checking account
- Select which accounts from your Chart of Accounts you want to map your sales and refunds to. Acodei will create products in QuickBooks tied to these accounts
- Choose whether to show Kajabi fees in QuickBooks as a line item in a sales receipt or an expense
- Select which fee account you’d like to map Kajabi fees to and choose if you want to include tax with other fees. Acodei will create a product in QuickBooks aligned to your fee management account
- Choose whether to import your customer names into QuickBooks by syncing individual names or by using a default customer name
- Choose if you want to import your customers’ email address and/or physical address data into QuickBooks
- Click Continue at the bottom of the page
- Acodei will verify that your account configuration is working by performing a test sync pulling three recent transactions from Kajabi into QuickBooks. Confirm the data looks correct in QuickBooks
View and update QuickBooks Sync by Acodei settings
Once you’ve installed QuickBooks Sync by Acodei, access the app anytime in your Kajabi Settings to view or update your information. To open the QuickBooks Sync by Acodei app:- Select Settings from the lower left corner of your Kajabi dashboard
- Select Payment Settings
- Navigate to QuickBooks Sync by Acodei and click
…at the top right corner of the tile - Select View app
Disconnect your QuickBooks account
On the Connection & Status tab, click Disconnect to disconnect your QuickBooks account and stop syncing data from Kajabi:
Uninstall QuickBooks Sync by Acodei
Click Uninstall app at the top right corner of your settings page to uninstall the QuickBooks Sync by Acodei app from your Kajabi account: