QuickBooks Online - Manage Data dialog

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Use the QuickBooks Online – Manage Data dialog to map the client's Accounting CS data to the client's QuickBooks Online data.

You can open this dialog from within the QuickBooks Online Export dialog using either of the following methods.

  • Click the Manage Data button to review or change previously mapped accounts with exporting data to QuickBooks Online.
  • Click the Export Data button to map items after Accounting CS retrieves the chart of accounts but before it exports it.

Use the grid to map the client's Accounting CS chart of accounts to the client's QuickBooks chart of accounts. The Accounting CS columns include only the accounts associated with transactions that are included in the payroll journal entry. The QuickBooks columns include the accounts that are in the client's QuickBooks Online chart of accounts, but they do not include any accounts payable or accounts receivable accounts. The QuickBooks account type is equivalent to account classifications in Accounting CS.

You must map every account in the grid.

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