Overview
The Momence + QuickBooks integration automates syncing of bookings, payments, and refunds from Momence to QuickBooks. With micro-level revenue categorization and customer mapping, hosts can maintain accurate bookkeeping while reducing manual entry.
Key Benefits
Automated Bookkeeping: Transactions from Momence are synced directly to QuickBooks, reducing manual data entry.
Customer Mapping: Momence members can be linked to QuickBooks customers by email, ensuring deposits are applied to the correct accounts.
Micro-Level Categorization: Revenue can be broken into detailed subcategories (e.g., class packs, virtual classes, in-person classes, recurring memberships).
Accurate Financial Mapping: Revenue categories can be mapped to QuickBooks accounts or classes for precise bookkeeping.
Time-Saving & Error Reduction: Streamline accounting workflows and minimize mistakes.
Customer Mapping Process
Download the list of QuickBooks customers.
Map QuickBooks customers to Momence members by email address.
Store the QuickBooks customer IDs in the Momence database for future transactions.
If a Momence member does not have a corresponding QuickBooks customer, a new QuickBooks customer must be created before the deposit is uploaded.
This ensures that all payments and revenue are correctly linked to the appropriate customer in QuickBooks.
How Transactions Are Synced
Transactions in QuickBooks are based on Stripe deposits and typically sync daily, depending on clearing times.
Deposits are sent to QuickBooks per batch, rather than per individual booking, which helps streamline accounting.
Certain QuickBooks account types, such as holding or liability accounts (e.g., “Payments in Transit”), cannot be mapped directly in Momence. These account types are not currently supported in the integration, so deposits must be mapped to standard revenue or asset accounts.
Once deposits clear and are synced, they will appear in QuickBooks according to the mappings you’ve set for revenue categories and customers.
Setting Up the Integration
Go to Apps & Integrations › App Store in Momence and activate the Bookkeeping App.
Navigate to Finances › Bookkeeping › Connect › QuickBooks.
Review your revenue categories and select subcategories for micro-level categorization.
Map each category to the appropriate QuickBooks account or class.
Save your settings. Future deposits from Momence will automatically sync according to these mappings.
Run a test deposit to confirm that transactions flow correctly into QuickBooks.
Support & Best Practices
Momence Support can assist with mapping categories and troubleshooting the integration. Full QuickBooks setup or accounting advice is not provided.
Ensure your QuickBooks chart of accounts matches the Momence categories you plan to map.
Regularly review synced deposits to confirm accurate categorization.
Update mappings if you add new classes, membership types, or revenue streams in Momence.
For assistance, contact Momence Support at [email protected].