How Do I Set Up the QuickBooks Online Account Mapping Page?

Account mapping determines where transactions land in QBO.

Here’s how each type typically connects:

Note: You can see a breakdown of your account types in QBO from your Chart of Accounts page.

Product and Service Income Account

QBO Account Type	Used for
Income	Invoices including Service & Product sales

Note: This determines which Income Account each invoice will route to in QBO.

Payment Deposit to Account

QBO Account Type	Used for
Other Current Assets	Recording payments from customers to the payment processor before they are deposited into the Pro’s bank

Note: This should ALWAYS be routed to Undeposited funds or Payments to deposit. If it is routed to another account there will be syncing errors.

Skimmer Payouts

QBO Account Type	Used for
Bank	Payouts (Deposits) reported from the Payment Processor. Payouts should appear under Billing / Billing Reports / Payouts

Note: This account should be the Pro’s connected bank account in QBO that receives Skimmer Payouts. The account set up for payouts can be confirmed from Settings / Payments / View Account

Skimmer Payment Fees

QBO Account Type	Used for
Expenses	Managing Payment Processor fees

Note: These will appear in a cumulative fee on deposits in QBO