GL Account Mapping

GL Accounts By Name

GL Accounts in Connectwise = Chart of Accounts in Quickbooks Online

The “Account” field on the System > Setup Tables > GL Accounts table in Manage must be consistent with the “Name” field on the Company > Chart of Accounts > Account screen in QuickBooks Online.

Note: The fields are case-sensitive and values have match exactly.

Note: Accounts will not be automatically created in QuickBooks Online if they are not found. An error message will be raised when attempting to push transactions.




GL Accounts By Number

GL Accounts in Connectwise = Chart of Accounts in Quickbooks Online

If you wish to map by the account number field in QuickBooks Online you will need to have the “Account” field on the System > Setup Tables > GL Accounts table in Manage must be consistent with the “Number” field on the Company > Chart of Accounts > Account screen in QuickBooks Online.

Note: To use Account Number mapping you will first need to make sure "Enable Account Numbers" is on in your QuickBooks Online Company. 

Note: Accounts will not be automatically created in QuickBooks Online if they are not found. An error message will be raised when attempting to push transactions.



It is important to note that any time that you make changes to your GL Account Mapping you need to open and then close any closed invoices that use that mapping for it to change.  Once you have done that you can then successfully run the batch in QuickBooks Online to show the new account. More on this here.


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