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Ledgerline clients Wasatch Ridge Homes

Intake

S corporation · UT · tax year 2026 · Lehi, UT · contact Jared Holm, CFO

Fastest way: drop whatever files you have (QuickBooks exports, budgets, draw reports, trackers) and we fill in most of these steps for you.

Drop your files →

Step 3 of 8

QuickBooks

QuickBooks Online mock connector

Chart of accounts, job/class tracking, work in progress, and trial balance by year.

Connected · synced todaySample CSVImport sample CSV

Map each account to a cost bucket. We pre-fill from account names; you confirm.

AccountTypeBucket
1410 Land held for developmentOther current asset
1500 Rental property (construction)Fixed asset
6100 Permits and impact feesExpense
6120 Architect and engineeringExpense
6200 Superintendent wagesExpense
6400 Construction interestExpense
7000 Office salaries, accountingExpense