Setting Up QuickBooks with LEAP

Oct 7, 2025
Knowledge

How To

Learn how to integrate QuickBooks with LEAP by following our guide below.

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Before you can use QuickBooks with LEAP, you’ll first need to have your QuickBooks account up and running. You’ll then need to set up the chart of accounts in both QuickBooks and LEAP.

Add GL Account Codes to QuickBooks

Log into your QuickBooks Online account.
Click on on the left-hand action panel.
Click to create a new account.

Create the following accounts:

Account Name	QuickBooks Online
	Category	Detail
Bank Account (Operating Account)	Bank	Checking
LEAP Undeposited Funds	Current Asset	Other Current Assets
LEAP Receivables Adjustment	Current Asset	Current Asset
LEAP Receivables	Current Asset	Current Asset
LEAP Client Fees	Income	Service/Fee Income
LEAP Expense Recoveries	Income	Service/Fee Income
LEAP Payments Received	Income	Service/Fee Income
LEAP Client Credits	Income	Unapplied Cash
LEAP Operating Account Expenses	Cost of Goods Sold	Other Costs of Services
LEAP Discounts Given	Expenses	Other Miscellaneous
LEAP Receivable Write Offs	Expenses	Bad Debts
LEAP Expense Write Offs	Expenses	Other Miscellaneous

Set Up Tax Code in QuickBooks

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You may need to engage the services of a LEAP Consultant to set up the tax code in QuickBooks.

It is also essential that you set up the No TAX (NONE) tax code in QuickBooks.

Log into your QuickBooks Online account.
Click on the Taxes tab on the left-hand action panel, then select Sales Tax.
Click on Sales Tax Settings.
From the 'Custom rates' section, click Add rate.

The 'Add a custom sales tax rate' window will open.
Select the Single radio button.
Type NO TAX into the Name field.
You must enter your State Tax Agency in the field.
Set the Rate as 0%.
Click Save.

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For more information on setting up Sales tax in Quickbooks Online, click here.

Add GL Account Codes to LEAP

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click User-added image > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Click General Ledger > Account Codes.
Enter the account codes obtained from the QuickBooks Chart of Accounts.
Click Save.

Set Your Accounting Basis

When LEAP is configured by one of our consultants, they will set your accounting basis as you require.

For more information about the accounting basis, click here.

Operating Account in LEAP

It is important to set the Bank Account GL Code that has been created in QuickBooks into LEAP.

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click User-added image > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Click Bank Accounts > Operating Account.
Select the Operating Account.
Enter the GL bank name obtained from QuickBooks. The GL account name must match the bank account name in QuickBooks for LEAP to integrate correctly.

Authorise LEAP to Access QuickBooks

The final step in setting up QuickBooks and LEAP is to authorize LEAP access to QuickBooks.

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Desktop: Click the LEAP Menu > Accounting > under Operating Accounting > General Ledger Link.

The LEAP General Ledger will open in a new window.

Web: Click User-added image > Accounting > General Ledger.

The LEAP General Ledger window will open.

Click Sync Now.

The QuickBooks login page will open in your default browser.
Enter your QuickBooks credentials and click Sign In.

Once you’ve completed all the above steps, you’ll be able to start using QuickBooks with LEAP.
You're able to set up LEAP to automatically export your general ledger journals saving you time and effort in manually exporting them by following the steps here.

Last Modified Date

10/7/2025 9:31 PM

Title

Setting Up QuickBooks with LEAP

URL Name

Setting-up-QuickBooks-with-LEAP

Resolution