Must know
- Available when a superadmin enables Accounting Integrations for your club (it also needs Uplifter’s platform-wide accounting switch; until then the page is not found).
- Seeing the connection, the mappings and the sync log needs View Financials, Financial Admin or Edit Settings (a Treasurer can look). Connecting, disconnecting, changing mappings and Sync Now need Financial Admin or Edit Settings (the Curling Administrator).
- Xero shows Coming soon with a disabled button — only QuickBooks Online can be connected today.
- Items are queued only while the connection is active and mapping is complete; a sync runs every 15 minutes and retries an item up to 5 times before marking it Failed.
1
Connect
Go to Financials → Integrations (“Connect your financial data with external accounting software”) and click Connect to QuickBooks. Sign in to Intuit and authorise the club.
2
Map your accounts
On Map Your Accounts, match each GL code under Revenue & Expense Accounts to a QuickBooks account (rows are tagged Auto-matched, Suggested, Review or Select account), then set the Special Accounts: Bank Account (“Where Adyen deposits land”), Processing Fees, Refunds Account and Undeposited Funds. Click Confirm Mappings & Start Sync.
3
Watch it run
The card now shows Connected since… and Last sync:… with Sync Now, Show Logs (each item Pending / Processing / Completed / Failed), Reconnect and Disconnect (“All sync mappings will be removed.”).