Connect it
- In the dashboard, go to Accounting → Integrations.
- Connect QuickBooks and sign in with your QuickBooks admin account.
- Your chart of accounts loads into Garde for mapping.
Map accounts once
Do this before your first export. It’s the setup that makes everything after automatic.- Sales mapping: map sales sources and payment types to QuickBooks accounts.
- Category accounts mapping: map inventory categories (produce, protein, paper) to COGS accounts.
- Invoice and bill accounts: set the default accounts for vendor invoices and bills.
- Delivery mapping: map DoorDash, Uber Eats, Grubhub, and ezCater to their accounts.
What flows over
- Sales journals: daily sales, taxes, tips, and payments as journal entries. Review under Accounting → Sales Journals, then export.
- Inventory journals: COGS entries generated from your counts. Review under Accounting → Inventory Journals.
- Delivery deposits: upload platform statements under Accounting → Delivery Deposits and sync the payouts, fees, and commissions to QuickBooks.
The rhythm that works
- Daily: sales journals go over automatically once mapped.
- Weekly: upload delivery statements as they arrive.
- After each count: review and export the inventory journal.
When an export fails
- Nine times out of ten it’s an unmapped account. Check Accounting → Setup for anything unmapped.
- Renamed or deleted an account in QuickBooks? Re-map it in Garde.
- Stuck? Email support@munchinsights.com.