Kajabi Integration

Acodei automates the transfer of financial data from Kajabi to QuickBooks. Sales, refunds, fees, and payouts sync automatically to eliminate the need for manual data entry, saving time and ensuring accurate accounting.


Scope of the Integration

All transactions from the Kajabi-QuickBooks integration sync in real time. Our service covers the following aspects of Kajabi Payments data:

Kajabi ActionIntegration Action
SaleSales made in Kajabi are reflected in QuickBooks using Sales Receipts.
RefundRefunds made in Kajabi are reflected in QuickBooks using Refund Receipts.
PayoutDepending on your settings, Kajabi payouts are synced into QuickBooks using Bank Deposits or Transfers.
FeeDepending on your settings, Kajabi processing fees are recorded in QuickBooks using Sales Receipts or Expenses.
TaxKajabi remits tax on your behalf. Tax can be included with other Thinkfiic fees or as a standalone expense.

In the Kajabi-QuickBooks app settings, you can customize customer data according to your preferences. You can import customer name, email, and billing details, choose some portion of that data, or sync a default customer name like Kajabi Customer. Customer names are synced to QuickBooks in the Display Name field and are matched by existing customer names.

Holding Accounts

By default, Acodei creates a holding account for you. This holding account tracks your Kajabi Payments Balance in QuickBooks. In the default setup, transfers (from holding to checking accounts) are created in QuickBooks to represent the payout. If you prefer a bank deposit containing all your sales and refunds, please change your holding account to an Undeposited Funds asset type.

Products and Accounts

Products in QuickBooks refer to a business's individual items or services. In the context of Kajabi, these are courses or other products a merchant sells. Account in QuickBooks refers to a financial account used in bookkeeping that is more general than a Product. For example, multiple products could feed into the “Sales” income account, which is represented on your Profit/Loss Statement.

During onboarding, you will be asked to select a general account, such as Sales, to accept revenue. Then, Acodei will automatically create a corresponding product. Later, you can see the products and accounts on the account configuration page. You can also manually create a product in QuickBooks and map it to an account for Sales, Refunds, or Fees.

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Not Included Features

Invoice Syncing: Since Kajabi does not utilize or necessitate invoices, there is no requirement to monitor invoices and payments. Instead, all sales are recorded using sales receipts.

If you have questions about the Kajabi-QuickBooks integration or need specialized support, please contact us directly at [email protected].