How do I map corresponding data?

There is data in ConnectWise PSA that will have corresponding data in QuickBooks Online. For example, when you create an invoice in ConnectWise PSA for the Company “Acme Inc.”, Gozynta Mobius will need to create an Invoice in QuickBooks Online for the Customer “Acme Inc.”. To know which QuickBooks Online Customer the invoice will be created for, ConnectWise PSA needs some way to associate the “Acme Inc.” in ConnectWise PSA with the “Acme Inc.” in QuickBooks Online. This process of associating data is known as mapping.

The following sections will describe what data needs to be mapped. When an improper mapping is found, Gozynta Mobius will fail before attempting to export any data and display the information required to fix the mapping. 






GL Accounts

Product Costing GL Accounts

GL Sub-accounts

Classes & Sub-Classes

Locations & Sub-locations

Billing Terms


Product Categories

Product Item Types


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