Getting Started Guide

Now that your first sync is complete, there are a few things you will need to do.

1. Review your first sync

Run a Profit and Loss report in QBO to see how FlexBooks categorized your income (matching your Mindbody setup).

2. Match credit card deposits

Credit card transactions are deposited as batches to your QBO bank. Match bank feed deposits to FlexBooks-created deposits so QBO does not count income twice.

Go to Banking > For Review and click Match on processor deposits.

Transfirst: How Do I Match My Deposits?
Mindbody Payments: How to Correctly Match Bank Deposits in Your Bank Feed and Clearing Accounts 101

3. Handle cash and check transactions

Cash and check transactions go to your Cash on Hand account. Manually deposit them to your bank:

From the gear icon, select Bank Deposit.
Check boxes next to each check to include.
Scroll down and select Add other funds to this deposit.
Choose Cash on Hand and enter the cash total.
Click Save and Close.

See Handling Cash and Handling Checks.

4. Record monthly processing fees (Mindbody Payments)

If you use Mindbody Payments, record monthly fees from the Payouts Report. See Fee Handling & Net vs. Gross Deposits.

5. Set up your weekly routine

Match or transfer payment processor deposits (5–15 min).
Deposit cash and checks if applicable.
Glance at P&L for the week.
First week of each month: record MBO processing fees.

Stuck during setup?

If you have not reached this point yet, see Troubleshooting Onboarding & Sync Issues.

Multiple locations?

See Multi-Location & Multi-Account Setup.

Getting Started Guide