Choose where each line posts
Map each kind of line to a QuickBooks item or account, and set where payments land.
1 min readUpdated
Under Settings → Integrations, once QuickBooks is connected, the mapping sets the defaults for every posting. You can still change any line in the preview before it's posted.
- Invoice lines: the item each kind of line posts to. Choose an existing item or + Create a new item….
- Freight & shipping and Other charges: their own items, or the invoice item when not set.
- Deposits: where received payments go. Undeposited Funds is the default, so you can group them into bank deposits in QuickBooks.
- Bills: the default expense account, and one per vendor category.
Click Save mapping. Postings from then on use it; anything already posted stays as it is.
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