SettleWiseAccounting & QuickBooksAccount layer
AL-01Map once

Set up the chart of accounts

Before reports mean anything, the lodge needs one account tree.

Track

Account layer

Phase

Map once

Starts with

Unmapped accounts

Ends with

Tree linked to QuickBooks

Link one account to QuickBooks.

Before you start

Sign in as
Owner, admin, or accounting with the Accounting add-on
Setup
QuickBooks connected

Run the scenario

  1. 1AdminSettleWise · Accounting → Chart of Accounts

    Click the pencil on an account row, pick the QuickBooks account, and save.

    Expected evidence

    The QuickBooks account column shows the linked account.

Scenario completed

Tree linked to QuickBooks

Account mapping
Not linked→Linked to QuickBooks

If it does not match

  • If no pencil appears, the row is a group; link its accounts instead.