Integration Health: Mappings/Linkings
This section shows the general health of your integration across all types of the data being mapped from Renterra to QBO.
Account Mappings
Click on the settings cog icon in the Account Mappings section.
Use the drop down to determine which QBO Account you'd like the Renterra Ledger Account to line up with. Each change will automatically save.
When you create custom ledger accounts in Renterra's Chart of Accounts, you can select the corresponding QBO account, as well as remap or remove existing mappings at any time.
Note: You don't need to map every ledger account in Renterra (e.g. if you don't use certain Renterra accounts within QBO), but any unmapped accounts will not sync to QBO.
Integration Health: Location
Mapping a location allows you to assign transactions to different locations in QBO.
Go to Admin Settings > Location.
Click the pencil edit icon on the location.
Select a location from the "QuickBooks Online Location" dropdown.
Click Save.
Integration Health: Items
Invoice line items need to be linked to valid QuickBooks Products and Services items.
Renterra Item Types
Regular items: Map to QBO Product/Service Non-inventory item
Kits: Split into individual items for mapping, allocating revenue per item based on the kit’s revenue share percentages
Non-item line items (including custom line items): Create a Service item in QBO Products and Services
Create New Item in QBO
Go to the item page, locate 'Accounting', click the pencil icon in top right corner.
If the item doesn't already exist in QBO, toggle on the "Create New Item in QuickBooks".
Click Submit.
Upon submission, the item will be created in QBO Products/Services as a Non-inventory item. This new item will automatically link to the Renterra item
Once an item is linked, you can click the hyperlink to view the created item in QBO.
Tip: You can enable a "Automatically create new items in QBO" setting in Sync Settings to turn on this toggle by default when creating new items in Renterra.
Link an Existing Item in QBO
On the item page, go to the Accounting section and click the pencil edit icon.
Turn off the toggle for "Create New Item in QuickBooks".
In the 'Select Existing' dropdown, search for and select the QBO item you want linked.
Click Submit.
Identify All Mapped/Unmapped Inventory Items
In the Items card on the Health page, you can click on # mapped items or # unmapped items. This brings you to the corresponding filtered view of the Inventory table.
The Inventory table includes a 'QBO Linked' column, indicating whether the item is linked to QBO Products and Services.
Explore More About Renterra's Quickbooks Integration Features
Syncing Transactions to QuickBooks Online: Sync individual invoices and payments from Renterra to QuickBooks Online, with all line item details.
Review Customers, Invoices & Payments in QuickBooks: Learn how to review the health of your QuickBooks Integration for Customers, Invoices, and Payments.
Chart of Accounts: Learn about Renterra's general ledger including default Chart of Accounts and their purpose.
Looking for additional help? Get support directly from the Renterra team! Chat with us directly or email us at [email protected].