Solved

Load specific accounts from Quickbooks

  • 10 October 2023
  • 2 replies
  • 93 views

Badge
  • Newly Minted Pigmenteer
  • 2 replies

Is it possible with the Quickbooks integration to only load specific accounts from the Income Statement? For instance, I only want to import revenue accounts into a block. Is that possible? 

icon

Best answer by Julien 10 October 2023, 18:27

View original

2 replies

Userlevel 3
Badge +5

Unfortunately, this is not possible with the current implementation of Pigment’s QuickBooks integration.

There are 2 modes with hardcoded account lists:

  1. Balance Sheet: "Bank", "AccountsReceivable", "OtherCurrentAsset", "FixedAsset", "OtherAsset", "AccountsPayable", "CreditCard", "OtherCurrentLiability", "LongTermLiability", "Equity"
  2. Income Expense: "Income", "CostOfGoodsSold", "Expense", "OtherIncome", "OtherExpense"
Badge

Without this functionality, what is your recommendation? Can I load the normal P&L import, have a view that excludes revenue accounts, and then delete them? Is there a way to import the transaction lines related to revenue accounts from P&L block (driven my QBO integration) into a similar set up Revenue list? Other options? 

Reply