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QuickBooks Board only
Dues come from the HOA's QuickBooks Online company. Link each lot to its QuickBooks customer, then sync; charges, payments and credits appear in the Dues ledger. QuickBooks stays the record: change entries there, not here.
Connection
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Sync
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Lots and QuickBooks customers
An owner of more than one lot with one QuickBooks customer: pick that same customer for each of their lots. Those lots are billed together and show as one shared account.
| Address | MBL | Owner(s) | QuickBooks customer |
|---|
Sandbox test data
Only while connected to the QuickBooks sandbox: removes every entry synced from QuickBooks and every lot link, so test data never mixes with the real books. The portal's own entries are kept.