> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/reporting-and-integrations/accounting/account-mapping-for-quickbooks.md). # Account mapping for QuickBooks Before Essential can post anything to QuickBooks, you tell it which of your QuickBooks accounts to use for each kind of financial activity. This is called account mapping, and you do it once after connecting QuickBooks. Open Settings, go to Invoicing, and find the accounting section. After QuickBooks is connected, Essential pulls in your chart of accounts and shows a list titled Map internal actions to your QuickBooks accounts. Each row is an Essential account type with a short description, and a searchable dropdown of your real QuickBooks accounts beside it. Work through the list and pick the right QuickBooks account for each one. The types you'll map include Accounts Receivable, Revenue, Fees Expense, Processing Fee Revenue, the clearing and operating bank cash accounts, the destination accounts for payments marked as cash, check, credit card, bank transfer, or other, Sales Tax Payable, Bad Debt Expense, and Refunds Payable. If you've set up custom tax lines, those appear too, each linked to its tax agency. Mapping must be complete before anything syncs: if any row is unmapped, Essential warns you and the Save Account Mappings button stays disabled until every type has an account. Save once you're done; you can come back and change a mapping anytime. > **Where to find it:** Settings, then Invoicing, in the accounting integration section after QuickBooks is connected, under Map internal actions to your QuickBooks accounts. ## Related guides * [Connecting QuickBooks Online](/reporting-and-integrations/accounting/connecting-quickbooks-online.md) * [What syncs to QuickBooks](/reporting-and-integrations/accounting/what-syncs-to-quickbooks.md) * [Connecting QuickBooks Desktop (Web Connector)](/reporting-and-integrations/accounting/connecting-quickbooks-desktop-web-connector.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/reporting-and-integrations/accounting/account-mapping-for-quickbooks.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.