Learn how to integrate Kajabi Payments with QuickBooks Online, an accounting software that helps you track your business income and expenses, using QuickBooks Sync by Acodei.
In this article:
- What are QuickBooks Online and QuickBooks Sync by Acodei?
- What data is imported to QuickBooks Online from Kajabi?
- Step 1. Install QuickBooks Sync by Acodei
- Step 2. Connect your Kajabi account to QuickBooks
- Step 3. Complete the integration onboarding process
- View and update your QuickBooks Sync by Acodei settings
- FAQ
What are 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.
What data is imported to QuickBooks Online from Kajabi?
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)
Step 1. 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.
To install the QuickBooks Sync by Acodei app:
- Select Settings from the lower left corner of your Kajabi dashboard.
- Then, select Payment Integrations.
- 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:
Step 2. 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 in Step 1, you’ll be directed to a QuickBooks Sync welcome screen.
On the welcome screen, click Start onboarding. - Next, click Connect to QuickBooks.
- When prompted, enter your Intuit/QuickBooks User ID and Password.
- Click Connect on the next screen to confirm:
Step 3. 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.
- Next, 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.
- Then, 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.
- Finally, 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:
- Next, 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, then Continue to the next step:
- Finally, choose a QuickBooks Sync by Acodei subscription plan. The free tier allows you to sync up to 30 transactions per month from Kajabi to QuickBooks at no cost. Upgrade to a higher tier to sync a larger number of transactions and gain access to additional features. Both annual and monthly plans are available. To stay on the free tier, simply click Finish Onboarding:
View and update your 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.
- Then, select Payment Integrations.
- Navigate to “QuickBooks Sync by Acodei” and click
…at the top right corner of the tile. - Select View app:
Click the tabs in your account settings menu to view or update the Account Mapping info you added during onboarding, view a Data Feed of your sales, refunds, and payouts, view or manage your Billing info, or view your Connection & Status:
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:
FAQ
Does it cost extra to use QuickBooks Online and QuickBooks Sync by Acodei?
QuickBooks, Kajabi, and Acodei are independent software providers. Your subscriptions to QuickBooks Online and QuickBooks Sync by Acodei are completely separate from your Kajabi subscription and you’ll pay any applicable subscription fees to each provider independently.
Can I integrate QuickBooks Desktop with Kajabi?
No, QuickBooks Desktop cannot be integrated with Kajabi at this time. Only the QuickBooks Online product is supported by the integration.
Is it possible to use a single QuickBooks Online account for multiple Kajabi sites?
Absolutely! QuickBooks Online supports usage across all your Kajabi sites. Just be sure to integrate each site individually with your QuickBooks Online account.
Why don’t I see the QuickBooks Online integration option on my Payments Integration Page?
In order to connect your QuickBooks Online account, you must have Kajabi Payments fully set up in your account. Learn how to onboard to Kajabi Payments.
How often does QuickBooks receive my transaction information?
The integration instantly synchronizes every sale, refund, and payout in real time.
And that’s how you can integrate QuickBooks Online with Kajabi Payments! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!