- Editing QuickBooks Online Field Mapping

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By PATH by Simplex Support Team

updated 3 months ago

How to Edit QuickBooks Field Mapping

PROFIT & LOSS MAPPING

1. Click on "Edit QuickBooks field mapping" - This will take you to the Profit & Loss Mapping field.

2. Use the Drop Down Menu of "Path fields" - to Map Chart of Accounts to the Correct Type.

3. Excluded from Calculations - Check the box, if you would like to excluded from calculations.

4. Change Balance Sheet - Go to the Balance Sheet Mapping

or

4. Click Continue Button - This will save the changes and return you to the Company's Setting Page.

BALANCE SHEET MAPPING

1. Use the Drop Down and Change Profit & Loss to "Balance Sheet" - to Map Chart of Accounts to the Correct Type.

2. Use the Drop Down Menu of "Path fields" - to Map Chart of Accounts to the Correct Type.

3. Excluded from Calculations - Check the box, if you would like to excluded from calculations.

4. Click Continue Button - This will save the changes and return you to the Company's Setting Page.


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