How do I map corresponding data?

There is data in Manage that will have corresponding data in QuickBooks Online. For example, when you create an invoice in Manage for the Company “Acme Inc.”, Mobius Connect will need to create an Invoice in QuickBooks Online for the Customer “Acme Inc.”. In order to know which QuickBooks Online Customer this invoice will be created for, Manage needs some way to associate the “Acme Inc.” in Manage 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, Mobius Connect will fail before attempting to export any data, and display the information needed to fix the mapping. 


Customers

Sub-customers/Jobs

Vendors

Members

Currencies

GL Accounts

Product Costing GL Accounts

GL Sub-accounts

Classes & Sub-Classes

Locations & Sub-locations

Sales Terms

Products

Product Categories

Product Item Types

Taxes

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