Edit QBO mapping

In the event you need to make changes to the QuickBooks Online accounts and/or service items you are syncing with MONESQ, you can easily edit these mappings in your QuickBooks Online integration settings.  If you have questions about which accounts or service items to select from QuickBooks Online, we recommend consulting with your bookkeeper or accountant before making any changes.

Editing your QBO sync settings

Log in to MONESQ and select 'Settings' from the left menu:

Select the 'Integrations' tab from the Settings screen:

On the integrations tab, on the right side of the 'QuickBooks Online' tile, click the ellipses menu and select 'Edit':

This produces the same series of screens you populated when you initially integrated your QuickBooks Online account. There are three tabs of QBO integration settings: 'Operating account & service items', 'Discounts, refunds, & merchant fees', and 'Trust account':

Navigate between these tabs using the 'Back to previous step' or 'Continue' buttons located at the bottom of the screen:

Edit your QBO account and service item mappings as you have need. The on-screen field descriptions and help text provide useful information about accounts and service items, and how MONESQ integrates with them. When you are ready, navigate to the 'Trust account' tab and click 'Finish setup' to save your mapping changes:

For more details about integrating MONESQ with QuickBooks Online, visit our help file 'Integrating QuickBooks Online'