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How to map your Items for Quickbooks Syncing
How to map your Items for Quickbooks Syncing

Determine where information from Enrollsy will be synced into your Quickbooks Account

Caroline Hilton avatar
Written by Caroline Hilton
Updated over a year ago

An essential step to syncing your Enrollsy Account with Quickbooks is to map out what information should be imported and where this information should be recorded. To do this, select the person icon at the top right side of your screen, select the "Items tab", and scroll down to the bottom of the page. From here, you will see a link to complete your Quickbooks Mappings:

Three Different Item Types:

There are three different Item Types, which are explained below.

  1. Company Mapping

    Company Mappings refer to system static mapping settings. Meaning, these come with every account. You likely have the following Company Mappings on your account:

    • Tuition Mapping - This company mapping was required for our old billing system. Unless you know that you are still on Version 1 billing, please disregard this company mapping

    • Manual Adjustment Mapping - Adjustments are made by admins within customer accounts

    • Misc Sales Mapping - Uncategorized sales recorded within Enrollsy

    • Undeposited Funds Mapping - Cash or check payments

  2. Fee - Refers to the Charge Items you created in My Company -> ITEMS -> Charge Items

  3. Discount - Refers to the discount item name that you created in My Company -> ITEMS -> Discount Items

Mapping Item Types to your Quickbooks Account

Each of the above Item Types requires specific mappings to ensure they are synced correctly into your Quickbooks Account. Each item requires that the following information be provided in the QB Mapping page fields and that they correspond with your Quickbooks account.

  • Account

    • Whenever a transaction is recorded within Enrollsy (i.e. a discount is provided or a specific charge occurs), determine which of your QB accounts you would like this event synced to. Use your chart of accounts to determine which accounts you already have or consider adding additional accounts for further organization.

  • Sub Account (QuickBooks Online Only)

    • In QuickBooks Online, you can create sub-accounts to break down your expenses, income, and other account types in more detail. If desired, record which sub-account you would like the transaction recorded into.

  • Append Enrollment Period to Sub Account

    • If a transaction is tied to a specific Enrollment Period, would you like this information recorded within Quickbooks? If so, select the "Append Enrollment Period to Sub Account" check box.

  • Product or Service Name (QuickBooks Online Only)

Once you have completely completed your mapping for each Charge Type listed, you are ready to process your first QB sync! Reference the below articles to learn how to do this.

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