Product Item Types
It is important to note that there are 4 different Item Types in ConnectWise PSA with configurable “Type Xref” values when defining a Product Type: Inventory Part, Non-Inventory Part, Other Charge, and Service. These XRef values dictate which item type will be created in QuickBooks Online. The “Type Xref” can be set in ConnectWise PSA System > Setup Tables > Product Type. These four different types map up in QuickBooks to Stock, Non-stock, and Service. Both Other Charge and Service in ConnectWise PSA match to Service in QuickBooks.
ConnectWise PSA | QuickBooks Online |
---|---|
Inventory Part | Stock |
Non-Inventory Part | Non-Stock |
Other Charge | Service |
Service | Service |