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.
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
Fee - Refers to the Charge Items you created in My Company -> ITEMS -> Charge Items
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)
Create a product or service name within your QBO account for every item listed on your mappings page.
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.