Importing and Mapping Dimensions from QuickBooks Online to Fyle
You can import key financial dimensions, including the chart of accounts, tax codes, departments, classes, and projects, from QuickBooks Online into Fyle. This process creates expense fields for all values associated with these dimensions.
However, if you only need specific values instead of importing everything, it's best to create these values in Fyle manually and then map them to their corresponding QuickBooks Online values. For example, if your Chart of Accounts has 100 accounts but you only need 10 in Fyle, first create those 10 accounts in Fyle as Categories, then map them within the integration settings.
Setting Up Mapping in Fyle’s QuickBooks Online Integration
Fyle’s QuickBooks Online Integration includes a Mapping section that allows Admins to configure mappings for key dimensions such as:
Employees
Categories
Tax Codes (For non-USD organizations)
Corporate Credit Cards
This setup ensures smooth data transfer and categorization when exporting expenses to QuickBooks Online.
Employee Mapping
The integration automatically maps employees in Fyle to Employees or Vendors in QuickBooks Online using unique identifiers like email, name, or employee code. If manual mapping is needed, go to Mappings > Employee Mappings, where all unmapped employees are listed. You can search by name, filter alphabetically, and map employees to their QuickBooks Online counterparts. Once mapped, the status updates to Mapped.
Category Mapping
You can map Categories in Fyle to the Chart of Accounts in QuickBooks Online from the Mappings > Category Mappings page. This is particularly useful when you only need a subset of accounts in Fyle.
Corporate Card Mapping
If you have multiple credit card accounts set up in QuickBooks Online, mapping each card to its corresponding credit card account simplifies reconciliation.
To configure this:
Navigate to Mappings > Corporate Card Mapping.
All corporate cards added in Fyle will be listed automatically.
Select a corporate card and map it to the corresponding credit card account in QuickBooks Online.
Once mapped, all future expenses from that corporate card will be assigned to the designated credit card account in QuickBooks Online.
Note: If any corporate card in Fyle is not mapped with any credit card account in QuickBooks Online, then all the expenses of that unmapped card will posted to the default credit card account selected on the Export Settings page.
For any assistance with setup, reach out to [email protected].