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      QuickBooks: Import Instructions

      Import your accounting actuals from QuickBooks to begin planning and reporting in Jirav

      Jirav's foundation is built on your accounting data. To get started, import the chart of accounts, account balances, and optionally, a department structure from QuickBooks. Follow these steps to import your accounting actuals​ from QuickBooks.

      1. From your Jirav account, navigate to Settings ⚙️ > Actuals.
      2. Locate intuit QuickBooks in the Actuals: Accounting section and click Connect to QuickBooks. 
      3. You will be redirected to the QuickBooks website to enter your credentials and establish the connection between Jirav and QuickBooks. After validating your credentials, you'll automatically be sent back to Jirav to complete the connection. 
      4. Review the date range prompt and click Import. 

      After completing these steps, you will receive a confirmation indicating that the data import was successful. This confirms the successful establishment of the connection, and you will see the Connect button replaced with an Import button.

      You can now go start exploring dashboards, reports & plans!

      Did you know?
      The integration between QuickBooks and Jirav will run automatically every night for the current and previous month. To refresh the data immediately, or to reimport a historical period, navigate to Settings > Actuals and click the IMPORT button. 

      Jirav Departments and QuickBooks Classes, Locations and Divisions

      Classes, locations and divisions in QuickBooks serve as valuable tools for organizing financial data, facilitating accurate reporting, and gaining insights into various aspects of your business's operations and performance.

      Optionally choose to map Class, Location or Division from QuickBooks to Jirav Department. 

      To enable this feature, go to Settings ⚙️ > Departments, click on the ellipsis (...) next to the QuickBooks column to enable the context menu, click on Select Dimensions choose either Class, Location or Division from the prompt, and click Confirm. 

      After selecting the desired dimension, map the chosen dimension values to their corresponding Jirav Departments by clicking in the white space to the right of Jirav department.

      Helpful Hints:

      • Using Class, Location or Division is not mandatory - If your company does not currently utilize these QuickBooks fields, you can simply plan at the company level in Jirav
      • Jirav Departments can map to a single QuickBooks dimension of your choice
      • You will need "Master Administrator" or "Company Administrator" access to QuickBooks to establish the initial connection
      • If you have more than one account in QuickBooks, be sure to choose the specific account you wish to link to Jirav when prompted during the connection process
      • Review your chart of accounts in Quickbooks to verify there are no duplicates -  The connection will fail if there are multiple accounts with the same name
        • Duplicate accounts must be renamed - Inactivating the accounts will not resolve the issue as Jirav imports all accounts, active or inactive
      • If you decide you would like to change which dimension from Quickbooks that you previously mapped to Departments in Jirav, navigate to Settings ⚙️ > Departments > Click on the ellipsis (...) next to the QuickBooks column to enable the context menu, click on Select Dimensions choose either Class, Location or Division from the prompt, and click Confirm. 
      • Click here to learn more about Departments in Jirav 
      • Having trouble connecting? Please reference our QuickBooks Troubleshooting article.