QuickBooks Step 3

Integration: Part 2- Account Mapping Part two of the integration establishes ROOFLINK to Chart of Account mapping rules. Once established for each account type, further customization can be mapped on the crew and supplier pages. The accounts from your QB Chart of Accounts will be available for each field. If any of the fields are left blank, ROOFLINK will auto map. You can navigate to the Chart of accounts in your QuickBooks by selecting Accounting from the left sidebar, and then Chart of Accounts. In ROOFLINK, navigate back to Tools>integrations>QuickBooks Select the blue hyperlinked integration id, it will look something like this Online Navigate down to the Income Account Field to continue with the fields Income account- Must be labeled as an income account in QuickBooks Chart of Accounts (Very important- if not an income account, integration will repeatably disconnect) Credit Card Account- Select the most regularly used company credit card Material expense account- Generally Construction materials or COGS Material payment account- Generally the main company checking account MO Purchase Order Account Payable- Leave Blank Workorder expense account-Generally SubContractors or similar Workorder payment account- Generally the main company checking account WO Purchase Order Account Payable- Leave Blank Other expense expense account- other expense or uncategorized expense Refunds Account Receivable- Leave Blank Refund Payment Account- Generally the main company checking account Sync Commissions- Rooflink to QuickBooks, QuickBooks to Rooflink, Both Directions, Do Not Sync Commission payment account- Generally the main company checking account Commission expense account- Generally SubContractors or similar Sales tax regions- Select each region that has sales tax Do Not check box to “Allow Incoming Webhooks To Update Closed Jobs” Select Submit Part 2 of the Integration is complete