Wise-Sync GL Account Mapping Settings

Applies to: ConnectWise Manage

Wise-Sync GL Account Mapping Settings

While much of the typical ConnectWise Manage setup applies to Wise-Sync, there are some specific settings unique to Wise-Sync. Wise-Sync requires a four segment approach to mapping into the accounting package. The Tracking segments are used to map to Tracking Categories in Xero or Class in QuickBooks Online. The Non-Product ID makes it possible to post product details for non-product revenue, like labour or billable expenses.

How do I get there?

Inside ConnectWise Manage, navigate to System > Setup Tables > GL Accounts setup tale

What do I do?

1. Open a non-product revenue mapping, like the Revenue account type mapping

2. Determine a product name to associate to this kind of revenue, i.e. 'Services'

3. Enter this product name into the Non-Product ID field

4. Ensure that the appropriate Account and COGS are specified in their respective fields

Note:

The COGS is only used to create this product through the integration, and will never be impacted by this kind of revenue.


Note:

Tracking Codes are only available in the Sync Ninja, Sync Master and Mr. Miyagi Wise-Sync Plans Here's more information on Tracking Codes: Syncing Xero Tracking Categories from ConnectWise Manage to Xero Here's more information on Classes: Syncing QBO Classes from ConnectWise Manage The last segment should be titled ‘Non-Product ID’ and also have Class selected in the corresponding dropdown. This field is used so that your non-product revenue mappings still associate an item for reporting purposes.

N
Nemia is the author of this solution article.

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