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Mapping Accounts

To map an account:

Be sure an appropriate account exists in QuickBooks.
From Administrative > QuickBooks > Set Up QuickBooks Integration, select the Accounts tab.
Select an account from the account hierarchy.
Select a QuickBooks account from the drop-down list at the bottom of the window.
NOTE: An information field will appear at the very bottom of the window that details how The Edge uses the selected account.
Select OK. Notice that the Accounts window will indicate the correlation.
Repeat this process for each account on each of the tabs QuickBooks Setup window.

Updated on Fri, 10 Sep 2021 by Angela Chiaravalle

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