Before you begin setup, is your CW Accounting setup ready to go?

It is necessary for the person who is setting up the Gozynta Mobiusintegration to have a working understanding of how the GL Interface works in ConnectWise.  It is important that you understand the way in which the way the data is structured in ConnectWise impact the financial data that goes into QuickBooks Online.

It is important that you understand the GL Accounts Setup Tables in ConnectWise. You want to look at how detailed you want your financial data to be sent to QuickBooks Online and understanding these setup tables is the key to getting the data you want.  The General Ledger Accounts Matrix is a great tool that ConnectWise offers to help you learn more about GL Setup.(please note that Gozynta Mobius does not map numbered accounts so please stick to names.)

It is also important that your Accounting is set up correctly in ConnectWise.  Ensure that you have completed all of the following steps and it is part of your procedure.  Accounting Checklist. If you need assistance in setting up your chart of accounts, ConnectWise has a nice standard one to start with.

When setting up your GL mappings, it’s important to follow these guidelines:


The same product must always map to the same GL Account.  If you don’t do this then you will have invoice lines that go to a different GL account than what’s mapped in Manage.  Use Product Category/Product Subcategory OR Individual Product as your Mapped Types for ALL products.


  • If your “Service Item Source” setting in Gozynta Mobius is set to “Service-[GL Account]” or “[GL Account]” then service lines can safely use any GL mapping that you want.

  • If your “Service Item Source” setting in Gozynta Mobius is set to any of the Work Role/Work Type settings, then you must set up your GL mappings by the same combination of Work Role/Work Type.


QuickBooks Online and ConnectWise Manage have different ideas about the relationship between Items and GL Accounts.

Manage doesn’t relate the two at all.  An item (let’s use “Patch Cable” as an example) can have a different GL Account on every invoice, depending on how you set up your invoices.


Invoice 1: Patch Cable - Managed Services:Parts

Invoice 2: Patch Cable - Break Fix:Parts

Quickbooks Online assumes that once you’ve created an item, that item will ALWAYS go to the same GL account.  (the Income account in the Product/Service information screen).

This is very important to understand and keep in mind when setting up your GL mappings in Manage.

When we batch over an invoice to QBO, we get the Item and GL Account that Manage has defined for the invoice we’re working on.  If the Item doesn’t exist, then we create it using the GL Account that’s on that invoice.  However, if the item already exists, then we just add it to the invoice.  So, if we go back to our first example, you’ll get this:

CW Manage

Invoice 1: Patch Cable - Managed Services:Parts

Invoice 2: Patch Cable - Break Fix:Parts

QuickBooks Online

Invoice 1: Patch Cable - Managed Services:Parts

Invoice 2: Patch Cable - Managed Services:Parts

For service lines Manage doesn’t provide us an Item at all, but QBO still requires the Item field to be used (unlike many other accounting systems QBO invoices never map directly to a GL account).  So we use the Service Item Source setting to determine what to use for the item name.  We recommend setting this to one of the settings that includes [GL Account].  This will ensure that your service invoice lines always go to the GL account you expect.  We offer the Work Role/Work Type options for companies that have decided that they don’t want the GL Account name visible on their QBO invoices.  Those settings are reasonable to use only when your doing your GL mapping using those same fields.

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