Create GL Mapping Records to Map System Accounts to QBO Account Numbers

In this section we will be mapping the account numbers from QBO into the GL Mapping Tables in Connectwise. If you are looking to make changes to your Chart of Accounts in QBO, it is recommended that you complete any account changes (including re-numbering), before commencing the GL Mapping in ConnectWise.

There are several considerations when mapping revenue through the GL Accounts Setup Table. If you need assistance or clarification we suggest you review the Getting Started - Connectwise GL Mapping knowledge base articles.

How to Setup your GL Accounts In ConnectWise

Information you'll need..

  1. The organisation that you are mapping in QuickBooks Online open, or a print out of our Chart of Accounts to refer to.

To get Started, the following records need to be created at an owner level

  1. Accounts Receivable
  2. Accounts Payable
  3. Deferred Revenue (Revenue-Deferred)¹
  4. Sales Tax (Level 1)
  5. Purchase Order Freight (v2013 only)

Note for users with Multiple Companies in Wise-Sync: It is possible to set the level for key asset / liability accounts at an owner level, where the account numbers are common all of your QBO organisations. the above only applies where the same account number for each key account is the same for all QBO organisations.

Step 1: System > Setup Tables


  1. Search for the Setup Table "GL Accounts"
  2. Select the "GL Accounts" Setup Table

Step 2: Confirm Account Numbers in QBO


  1. Log into your QBO organisation and from the top settings menu click on:

    Settings > Chart of Accounts

  2. Search for the word "Accounts" (or the name of the account from the table below)
  3. Take Note of the following accounts details for each account required:

    Code
    Name

Example information to collect (based on screenshot):

ConnectWise GL Account TypeQBO Account NumberQBO Account Name
Accounts Receivable120Accounts Receivable (A/R)
Accounts Payable200Accounts Payable (A/P)

NOTE: If you do not have Account Numbers Listed: Please review the QBO Setup Step 2 > Enable Account Numbers in Chart of Account Settings

Record your information for each of the following ConnectWise system accounts:


ConnectWise GL Account TypeQBO Account TypeQBO Account Number
Accounts ReceivableCurrent Asset
Accounts PayableCurrent Liability
Deferred Revenue¹Current Liability
Sales TaxCurrent Liability

Step 3: Create a New GL Mapping for System Accounts (Items 1 - 5 above)


  1. Select the Account Type from the Drop Down List

  2. Select the Table (structure) to refer the mapping to:
  3. Select the Record based on the table
  4. Enter the "QBO Account Number" for the corresponding QBO chart of accounts, account number.
  5. Save the Record, and continue to the next record type:

Repeat the above steps for each of the following System Accounts:

¹ Earlier versions of Connectwise defined "Deferred Revenue" as "Revenue-Deferred", these account classes are interchangeable and have the same function.