Table of Contents
- What does this warning Mean?
- Why cant it map to different GL Accounts based on the invoice?
- How to stop this warning?
- How to fix a blank COGS account in ConnectWise PSA.
- Unsure why you are getting this warning?
What does this warning Mean?
Important Note: This warning was a new warning we implemented to allow for more transparency in your data. If you are receiving these warnings they are not necessarily due to a recent change. These warnings have been going on in the back end data for some time. We just made them visible to you as the user. This means that changes to your Products GL Account mapping could have happened at any point after that item was first created in QuickBooks Online.
ConnectWise PSA provides both Item and GL Account information, but sometimes ConnectWise PSA will later send us the same item with a different GL Account information.
For example: You have an item "Cat5 Cable".
Item "Cat5 Cable" is created on an invoice that specifies the GL Account as "Consumables".
Later another invoice includes "Cat5 Cable", but says the GL Account is "Parts". Since the "Cat5 Cable" item is already created in QuickBooks Online and linked to the "Consumables" account.
When we create the new invoice, then the line that contains the item "Cat5 Cable" will be attributed to the original account of "Consumables" instead of "Parts”. We will issue a "Completed With Warning" message to let you know that the item in question was already mapped to the GL Account "Consumables" and can not be mapped to the GL Account "Parts".
Why can't it map to different GL Accounts based on the invoice?
How to stop this warning?
To clear this warning you will need to make sure your GL Account Mappings for your Products (Items) match between ConnectWise PSA and Quickbooks Online.
If you wish to have this item mapped to the GL Account "Parts". Then after you update the GL Account mapping in ConnectWise PSA, you will need to change the account it is linked to in QuickBooks Online. To do this all you need to do is log into QuickBooks Online , go to Sales > Products and Services > Click Edit on the product you wish to change. In that screen you can then drop down the "Income" Account and change which account it is mapped to. Or if you have updated the Expense account you will want to drop down that account and change it to the new account mapping.
How to fix a blank COGS account in ConnectWise PSA.
Unsure why you are getting this warning?
Note: This is not a change in the logic for item/account mapping, all we did is add a warning to make you aware of the way the mapping works. Invoices in QuickBooks Online link to Products, and those Products link to GL accounts.