Manage QuickBooks Location Mapping
- 17 Dec 2024
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Manage QuickBooks Location Mapping
- Updated on 17 Dec 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
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This article is part of the QuickBooks Online (QBO) integration and covers managing location mapping from R365 to QBO.
From the Location tab, users can map R365 locations to QuickBooks Online classes, with the option to map multiple R365 locations to a single QBO class. This mapping ensures that journal entry details are accurately assigned to the appropriate classes or locations when data is transmitted from R365 to QBO. Locations can be managed individually or in bulk from the locations tab of the QuickBooks mapping screen.
In Beta
This feature is in beta. Contact your CSM to learn more.
Map Locations Individually
To map or edit location mapping, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to Smart Ops or Workforce in R365.
2) Click your username in the upper right corner of the screen then select integrations.
3) Locate QuickBooks.
If needed, the search bar can be used to find the desired integration.
4) Click edit in the QuickBooks box.
5) Click edit mapping.
6) Click the locations tab.
7) Click expand to expand to full screen. (Optional)
8) Use the Select QBO Company dropdown to select the desired QBO company.
Only connected QBO accounts will be displayed for selection.
9) Use the Select External Class dropdown to select the QBO class. (Optional)
10) Click save in the top ribbon.
Map Locations Individually
To map or edit location mapping in bulk, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to Smart Ops or Workforce in R365.
2) Click your username in the upper right corner of the screen then select integrations.
3) Locate QuickBooks.
If needed, the search bar can be used to find the desired integration.
4) Click edit in the QuickBooks box.
5) Click edit mapping.
6) Click the locations tab.
7) Click expand to view in full screen. (Optional)
8) Click the checkbox next to the desired locations. (Select all R365 locations that will be mapped to the same QBO company external class.)
9) Click edit external location.
10) Use the dropdown selector to select the QBO company.
11) Use the dropdown selector to select the external class. (Optional)
12) Click update items.
13) Click save in the top ribbon.
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