How to Enable & Set Up Contact and Wallet Mapping
To enable this feature, go to the integration page under your profile and open the Quickbooks Online Integration section. Scroll down to the bottom and toggle on each. Remember to click save!
Now let’s map your wallets. Navigate to the ‘Wallets’ page, click on the account you wish to map and click edit.
Click on the GL mapping dropdown, select the asset account and click save.
Repeat this step for each wallet until all have been mapped and your setup is complete! You are now ready to start reviewing your transactions and preparing your journal entry export.
For more information on mapping contacts, you may want to check out our Contacts Page Overview.
Got a question? Contact our friendly Customer Success team via the in-app chat at the bottom-right of your screen, or email [email protected]