Categories

The Categories tab stores class and location tracking information

Use Classes: If enabled, ConnectWise PSA transaction line GL Account Classes will map to QuickBooks Online classes.This requires the Track Classes option be enabled in QuickBooks Online under Company Settings > Company > Categories.

Create Classes: If enabled, ConnectWise PSA transaction line GL Account Classes will automatically be created if they do not already exist.


PLEASE NOTE CONNECTWISE PSA LOCATIONS ARE NOT THE SAME AS QUICKBOOKS ONLINE LOCATIONS!!  


Use Locations: If enabled, ConnectWise PSA transaction header (Accounts Payable / Accounts Receivable) GL Account Classes will map to QuickBooks Online locations.  This requires the Track Locations option be enabled in QuickBooks Online under Company Settings > Company > Categories.

Location Source: The source of "Use Locations" to be used when creating ConnectWise PSA Invoices in QuickBooks Online.

  • Class: Transaction header GL accounts (i.e. Accounts/Receivable/Accounts Payable) "Class" (aka "Account Set") will be used to map to QuickBooks Online locations
    • Using classes will apply this setting at a company level and will allow this source to be used for all transaction types.
  • Territory: AR Invoice "Territory" will be used to map to QuickBooks Online Locations
    • Please note that Territory only applies to AR (Accounts Receivable) Invoices. Locations will not be applied to QuickBooks Online AP (Accounts Payable) Invoices if using Territory as the Location Source.
    • Also note that that this source will not apply for other transaction types (i.e. expenses & PO's)

Create Locations: If enabled, ConnectWise PSA transaction header (Accounts Payable / Accounts Receivable) GL Account Classes will automatically be created if they do not already exist.