Mobius Connect Category Configuration

Categories

The Categories tab stores class and location tracking information

  • Use Classes: If enabled, Manage transaction line GL Account Classes will map to QuickBooks Online classes.This requires the Track Classes option be enabled in QuickBooks Online under Company Settings > Company > Categories.

  • Create Classes: If enabled, Manage transaction line GL Account Classes will automatically be created if they do not already exist.

  • Use Locations: If enabled, Manage transaction header (Accounts Payable / Accounts Receivable) GL Account Classes will map to QuickBooks Online locations. ┬áThis requires the Track Locations option be enabled in QuickBooks Online under Company Settings > Company > Categories.

  • Location Source: The source of "Use Locations" to be used when creating ConnectWise Invoices in QuickBooks Online.

    • Class: Transaction header GL accounts (i.e. Accounts/Receivable/Accounts Payable) "Class" (aka "Account Set") will be used to map to QuickBooks Online locations

    • Territory: AR Invoice "Territory" will be used to map to QuickBooks Online Locations

      • Please note that Territory only applies to AR Invoices. Locations will not be applied to QuickBooks Online AP Invoices if using Territory as the Location Source.

  • Create Locations: If enabled, Manage transaction header (Accounts Payable / Accounts Receivable) GL Account Classes will automatically be created if they do not already exist.


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