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Mapping a QuickBooks Chart of Accounts
Mapping a QuickBooks Chart of Accounts

Control how each transaction is categorized in QuickBooks

Teddy Widom avatar
Written by Teddy Widom
Updated over a year ago

Materio lets you control how to categorize each transaction that Materio syncs to QuickBooks. This article will teach you how to customize this categorization, also called "mapping to your QuickBooks chart of accounts."

Before you start:

  • For the best results, work together with your bookkeeper on these steps.

  • These steps are optional; the integration also works without customizing.

  • These instructions assume you are already connected to QuickBooks.

You can also get there by choosing "QuickBooks" from your dashboard menu.

Step 2: Click "Manage settings"

This will bring up your QuickBooks account mapping, where you can make changes.

Step 3: Edit your account mapping

Choose which QuickBooks account to use for each type of transaction.

Step 4: Click "Update Accounts"

This will save your changes. (Or, click "Cancel" to exit without saving).

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