Connect your QuickBooks Accountant account. Each client company you manage appears as a separate company after authorization. You can connect multiple companies.

Map each MoneyManager entity to its corresponding QuickBooks company. Only entities with a matching QB company can be reconciled. Personal entities with no QB counterpart can be left unmapped.

Map each bank/credit account in MoneyManager to the corresponding QuickBooks account. Only mapped accounts can be reconciled.

Match tolerance controls how many days apart a MoneyManager and a QuickBooks transaction can post and still be treated as the same transaction. Increase it if legitimate matches are showing up as “missing” because of slow posting.