Mapping Vehicle Type in QuickBooks

Create Asset, Income and COGS in Products and services in QuickBooks.

IMPORTANT:  Identify the Chart of Accounts the item will be mapped to in QuickBooks from EverLogic. 

QuickBooks Steps

Set-up Asset

1. Access QuickBooks

2. Click the Gear Icon for Settings and select Products and services

3. Click the New Button

4. Select Non-inventory Option
5. Key the name of the asset in the Name Field

IMPORTANT:  MUST match the name in EverLogic.

6. Select correct option from the Income Account drop-down menu

Note:  A sub-account can also be selected.

7. Check the checkbox for Purchasing Information

8. Select correct option from the Expense Account dropdown menu

Note:  A sub-account can also be selected.

9. Click the Save and Close Button

 

Set-up COGS (Cost of Goods Sold)

1. Access QuickBooks

2. Click the Gear Icon for Settings and select Products and services

3. Click the New Button

4. Click the Non-inventory option

5. Key the name of the COGS in the Name Field

IMPORTANT:  MUST match the name in EverLogic.

6. Select correct option from the Income Account drop-down menu

Note:  A sub-account can also be selected.

7. Check the checkbox for Purchasing Information

8. Select correct option from the Expense Account dropdown menu

Note:  A sub-account can also be selected.

9. Click the Save and Close Button

 

Set-up Income

1. Access QuickBooks

2. Click the Gear Icon for Settings and select Products and services

3. Click the New Button

4. Select Non-inventory Option
5. Key the name of the Income in the Name Field

IMPORTANT:  MUST match the name in EverLogic.

6. Select correct option from the Income Account drop-down menu

Note:  A sub-account can also be selected.

7. Check the checkbox for Purchasing Information

8. Select correct option from the Expense Account dropdown menu

Note:  A sub-account can also be selected.

9. Click the Save and Close Button

 

EverLogic Steps

Confirm Mapping

1. Navigate to the Office Operations Tabs and select Set Map Codes

2. Locate the Item and click QuickBooks Item Menu

3. Key the Assets, COGS, and Income match what was keyed in QuickBooks  

4. Save

 

 

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Mapping from EverLogic to QuickBooks

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