Create GL Mapping Records to all other Account Types
In this section we will be mapping the remaining types. Although all Account Types are available to be mapped, only those which correspond to the additional functions of Wise-Sync are required to ensure that data can be correctly synced to QBO, as many records are created at the time of the record being closed, we recommend that mapping is created for additional data types if you plan on using the features in Wise-Sync at a later stage.
ConnectWise Record Types
The following additional steps are required when you subscribe to a plan with the features enabled. Refer to our website for more information on plans and features.
Inventory: Pre-Setup > Overview
- Expenses: Pre-Setup > Overview
Wise-Sync Enhanced Integration Features
- Multi-Level GL Owner Levels: Pre-Setup ConnectWise MultiLevel GL Owner Mapping > Overview
- QBO Tracking: Pre-Setup Tracking > Overview
- Complex Tax Code Mapping:
Where the above additional integration features are not enabled, then the following Account Types are correspondingly not required to be mapped.
Account types not required to be mapped when Wise-Sync Features are NOT Enabled
Wise-Sync Feature: Expenses
- Expense - Internal
- Expense - External
- Expense Offset
Wise-Sync Feature: Inventory
- Inventory Adjustment
- Inventory Offset
- Inventory Transfer
Note for ConnectWise Procurement Users: Wise-Sync will still export the Procurement Items (as Purchase Orders), however Inventory adjustments, transfers and offsets will only be posted to QBO when Wise-Sync Inventory is enabled.