![]() ![]() and/or its affiliates and is used herein with permission. Such rolled up items will become line items in QuickBooks and can be mapped to financial accounts like any other.įor naming conventions for rolled up items, refer to Customize Naming Conventions.The Category Leaders badge is a trademark and service mark of Gartner, Inc. If you are transferring grouped items (not recommended)įor reasons to avoid transferring rolled up items, refer to Invoice template setup for transfer to QB.Īutotask invoice templates allow you to group billing items in a number of different ways, for example, all labor items, or all items associated with a specific contract. NOTE If a work type name contains a leading or trailing tilde (~), it will be trimmed to avoid fatal errors. Settings in QuickBooks are never overridden by Autotask. This setting is ignored if the exact item name is already set up in QuickBooks. Click the drop-down icon in the Associated QuickBooks Accounts for New Items data selector and select the appropriate QuickBooks financial account.The list of all billing codes of this type you have configured in Autotask will appear. Click the drop-down icon in the Billing Code Type data selector and select a Billing Code Type.To open the page, use the path(s) in the Security and navigation section above.They will not override financial account mappings that already exist in QuickBooks. IMPORTANT The mappings apply when new billing items are transferred to QuickBooks. If you create more than one web connector, you can apply different mappings to a different QuickBooks company file. This mapping will be specific to the selected web connector. Once the first web connector conversation has taken place, the list of QuickBooks financial accounts has been transferred to Autotask and is available for mapping. ![]() In that case, you can assign a different financial account in QuickBooks, once an item has been transferred. You can choose to leave the default settings No mapping - Use Autotask Other. ![]() Mapping billing codes to a QuickBooks account can be done in Autotask ahead of your first transfer, or after in QuickBooks. The last three are standard financial accounts that should already exist in QuickBooks. Please add the following accounts to your QuickBooks company file: QuickBooks Account NameĪutotask Other and Autotask Income from PO are specific to our integration. The integration will not be able to create these financial accounts in QuickBooks for you. Financial accounts required in QuickBooksĭepending on the integration features you have enabled in Autotask, specific QuickBooks financial accounts are required. NOTE This step applies if you are transferring invoices and/or purchase orders to QuickBooks. On this page, you map Autotask billing codes to QuickBooks financial accounts. NAVIGATION > Admin > Extensions & Integrations > QuickBooks Extension (New) > Web Connectors > hover over context menu > Manage Mappings (Autotask > QuickBooks) > Billing Code > Account SECURITY Admin access to the QuickBooks data file and security level with permission to configure the QuickBooks Extension. ![]()
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