PRO: Assigning/Editing QuickBooks Online Chart of Accounts

Updated 19 hours ago by Cultivera Team

QuickBooks Online Chart of Accounts

The Chart of Accounts page is where you’ll manage accounts from your QuickBooks Online Chart of Accounts.

Accounts are assigned to each Cultivera Sub-Product Line. Each of your Cultivera Sub-Product Lines must be assigned 4 accounts from your QuickBooks Chart of Accounts:

1. Income Account (detail type: Sales of Product Income)
2. AR Account (detail type: Accounts Receivable)
3. COGS Account (detail type: Supplies Materials COGS)
4. Other Current Asset Account (detail type: Inventory)

Updates to the Charts of Accounts Page

• Redesigned user-friendly grid
• Per-line editor covering both single and multiple Sub-Product Lines
• Filter for unmapped or partially mapped Sub-Product Lines
• Filter to "Hide System Defaults"

Assigning/Updating Accounts To Multiple Sub-Product Lines

1. Navigate to Configuration > Charts of Accounts.
2. Select the checkbox next to the intended Sub-Product Lines you wish to assign accounts to.
3. Select 'Edit Selected':

   

4. Select all 4 Charts of Accounts for the selected Sub-Product Lines
   1. "Template" settings can be applied to all selected Sub-Product Lines

      

   2. Manually update individual Sub-Product Lines per line item (instead of using the "Template")

      

5. Select 'Save "x" Mappings'.

   

Assigning/Updating Accounts To A Single Sub-Product Line

1. Navigate to Configuration > Charts of Accounts.
2. Select the "edit" pencil for the intended Sub-Product Line:

   

3. Update the Charts of Assignments as desired in the pop-up window. Select "Save".

   

Clearing Assigned Accounts for a Sub-Product Line

1. Navigate to Configuration > Charts of Accounts.
2. Select the eraser icon to the far right of the intended Sub-Product Line. This will clear the existing QBO Chart of Accounts assignments.

   

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