Map VAT rates and accounts

After you connect QuickBooks, match your VAT rates and accounts to the ones in QuickBooks. Documents wait until the required fields are mapped.

1. Open Settings → Integrations and the Mapping tab.
2. Under VAT rates, choose the tax code for each of your VAT rates. For example, Standard 20% might be 20.0% S.
3. Under Income, choose the Default product or service. If you want, choose a different one for a type of line, such as Labour or Materials.
4. Under Payments, choose the Bank account for payments.
5. If you have branches, you can tag each branch’s documents with a QuickBooks class.
6. Select Save changes.

Until everything required is mapped, a Still to map box lists what’s missing. Any documents that were waiting are sent as soon as you save.

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