You can import dimensions such as Chart of Accounts, Tax Codes, Departments, Classes, and Projects from QuickBooks Online as Expense fields in expense management. This imports all the values of the specific dimension into expense management.

However, if you are not going to import all the values from your QuickBooks account and only want to use specific values from the dimension in expense management, we recommend you create these values manually in expense management first and then map them to their equivalents in QuickBooks Online.

For instance, if you have 100 different accounts in your Chart of Accounts but only 10 are relevant to use in expense management, you can first create these 10 accounts as Categories in expense management and then map them from the integration.

The mapping section allows the admins to set up mapping for dimensions such as Category, Corporate Card and Project.

From the Category Mapping, you can match the Categories in expense management with their corresponding accounts in QuickBooks Online. Once the category is linked, the status will auto-update to Mapped.

By default, all the corporate credit card expenses from expense management are exported as Journal entries or Credit card transactions in QuickBooks Online

They are coded to a default credit card account in QuickBooks Online selected under the Configuration section under the Export settings.

However, coding expenses to only one default credit card account would not help if your organization uses credit cards from different vendors. In this case, mapping corporate credit cards to specific credit card accounts in QuickBooks Online is the recommended solution that makes your reconciliation easier.

Go to the Mappings section and select Corporate Card.

All the credit cards added to expense management will be automatically fetched and available in the integration. Select the card you are looking to map to a specific credit card account and select the corresponding QuickBooks Online account, and the integration automatically saves the selection.

Based on the mapping, every corporate credit card expense exported from expense management to QuickBooks Online would be coded to a specific credit card account. The integration will use the mapping information to code the correct data in QuickBooks Online for a corresponding value filled in the expense management expense.

From Project Mapping, you can match the projects in expense management with their corresponding customer in QuickBooks Online. Once the project is linked, the status will auto-update to Mapped.

If you need further assistance with mappings in the QuickBooks Online integration, reach out to our support team at support@capitalone-fylehq.com.