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gs-trail
June 22, 2020
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Chart of Accounts Mapping

  • June 22, 2020
  • 1 reply
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Hello, I am currently using quick books to create Invoices and Credit Memo via API and I'd like to know if it's possible to map the default char of account to other chart of accounts?

VAT - Value Added Taxes Payable
for credit memo and Invoice when created / paid, Tax are automatically assigned to this chart of account.
1. it possible to Reassign this to for example 000001 Output VAT?
if 1 is not possible;
1.1. can we change the name of this Chart of account instead? ex. VAT - Value Added Taxes Payable to 000001 Output VAT

 

AR-Default
we have two different product and would like to save them to different AR
2. is it possible for us to use which AR account it will go to? ex.  for product1 it will go to AR-produt1 and for product2 it will be mapped to AR-product2
if 2 is not possible;
2.1 can we post an entry for an specific AR without creating an invoice?

 

Best answer by JamesDuanT

Thanks for details on your post and keeping us updated, gs-trail.

 

Mapping the API accounts with the QuickBooks Online's Chart of Accounts requires the assistance of API's support. The Intuit Developers page might be able to help you with this matter just like GeorgiaC suggested.

 

Meanwhile, QuickBooks Online only defaults to a single Accounts Receivable (A/R) account. Though, you can create another one.

 

With your 2.1 concern, we can create a journal entry to move the amount to a different A/R account without creating an invoice. However, I'd recommend reaching out your accountant about this. They know what's best for you and your books.

 

Let us know if you need additional assistance with this.

1 reply

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GeorgiaC
June 22, 2020

Hi gs-trail,

 

Thanks for your post, unfortunately, we're unable to help with API developments here but you can join our Intiut Developers site for any queries with this - simply select General questions > Ask a question and our team or fellow-minded techs will get back to you. 👨🏻‍💻

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gs-trailAuthor
June 23, 2020

Hello, this question is not related to API at all I just stated that we are creating and invoice and credit note via API. That part can be paraphrased to "Using Quick books Online Interface we are creating invoice and credit memo". The questions I'm asking is related to how can we map the entries in invoices and credit memo.

J
JamesDuanTAnswer
June 23, 2020

Thanks for details on your post and keeping us updated, gs-trail.

 

Mapping the API accounts with the QuickBooks Online's Chart of Accounts requires the assistance of API's support. The Intuit Developers page might be able to help you with this matter just like GeorgiaC suggested.

 

Meanwhile, QuickBooks Online only defaults to a single Accounts Receivable (A/R) account. Though, you can create another one.

 

With your 2.1 concern, we can create a journal entry to move the amount to a different A/R account without creating an invoice. However, I'd recommend reaching out your accountant about this. They know what's best for you and your books.

 

Let us know if you need additional assistance with this.

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