Frequently Asked Questions

IdealAllocations is an allocation tool designed for organizations. It integrates with QuickBooks Online to automate expense allocations across classes, locations, and projects, generating audit-ready journal entries.

Sign in to IdealAllocations, open your dashboard, and click the 'Connect to QuickBooks' button. You'll be redirected to QuickBooks Online to authorize the connection. Once authorized, you can select which company to connect and start creating allocations.

IdealAllocations supports two main allocation types: Payroll allocations (for distributing payroll expenses) and General allocations (for distributing other expenses). Each type can be allocated across classes, locations, or projects based on your allocation templates.

An allocation template defines how expenses should be distributed. For example, you might create a template that allocates 40% to Program A, 35% to Program B, and 25% to Administration. These templates can be reused for multiple allocations.

Journal entries created by IdealAllocations can be edited directly in QuickBooks Online. However, if you need to change the allocation itself, you'll need to create a new allocation with the corrected parameters.

IdealAllocations operates on a subscription basis. After your trial period, you'll need an active subscription to continue creating allocations. Existing data and journal entries remain accessible even without an active subscription.

Yes. We use industry-standard encryption and security practices. Your QuickBooks Online credentials are never stored on our servers—we use OAuth 2.0 authentication provided by Intuit. All data is encrypted in transit and at rest.

Yes! You can connect multiple QuickBooks Online companies to your IdealAllocations account and switch between them easily from the company selector in the header.

If you disconnect your QuickBooks Online account, IdealAllocations will no longer be able to create new journal entries for that company. Your existing allocation history will remain visible in IdealAllocations, and any journal entries already created in QuickBooks Online will remain unaffected.

For support, please visit our contact page or reach out to Fiddlers Solutions directly at fiddlerssolutions.com. We're happy to help with any questions about allocations, integrations, or accounting best practices.