Choose which QuickBooks item each kind of line posts to
Map each kind of Moodiri invoice line, such as design fees, shipping or product charges, to one of your own QuickBooks Products & Services.
Why use it
Out of the box, Moodiri posts each kind of line to its own default items in QuickBooks. If your accountant already has Products & Services set up, such as a Design fees or Freight item, your income reports only make sense when Moodiri uses them too. Mapping categories lines up each kind of line with the item your books expect.
When to use it
- Right after connecting QuickBooks, before your first invoices post.
- When your accountant changes your item list.
- When a push is held because a mapped item was made inactive in QuickBooks.
Before you start
- QuickBooks is connected. Categories only shows while a company is connected.
- You are the owner, or an admin with the Integrations permission.
- Your Products & Services exist in QuickBooks. Moodiri lists your active items.
- Open Settings, then choose Integrations.
Steps
- On Integrations, find Categories below the QuickBooks card and choose Edit categories.
- For each kind of line, pick the QuickBooks item it should post to, or keep the Moodiri default.
- Choose Save categories.
How the mapping works
QuickBooks categories lists the kinds of Moodiri lines in groups, for example design fees, consultations, logged time, purchasing, product charges, shipping, installation and expenses. Each kind has a picker of your QuickBooks items, and a Moodiri default option that names the item it uses now.
What happens next
- You see Categories saved. They apply to invoices sent to QuickBooks from now on.
- The card updates to show how many kinds post to your items.
- New invoices post their lines to the items you chose.
Limits
- Shown only while a QuickBooks company is connected.
- One QuickBooks item per kind of Moodiri line. Unmapped kinds keep Moodiri's default items.
- A mapping applies when an invoice is first sent to QuickBooks. Later pushes keep each unchanged line's item.
- If a mapped item becomes inactive in QuickBooks, the push is held with a plain message instead of posting somewhere else.
- Saving sends only the categories you changed, so two people editing at once don't overwrite each other.
- The item list shows up to the first 10,000 QuickBooks items.
Troubleshooting
- No active Products & Services are available in QuickBooks. Keep the Moodiri defaults, or add items in QuickBooks and choose Reload items.
- Couldn't load QuickBooks categories. Choose Try again.
Questions
Do I have to map every kind?
No. Kinds you leave unmapped keep posting to Moodiri's default items.
Will changing a mapping move invoices that already posted?
No. The mapping is used when an invoice is first sent to QuickBooks. Later updates keep each unchanged line's item.
I added an item in QuickBooks and can't see it.
Choose Reload items in the dialog.