Map pricebook items to a QuickBooks sub-accountLast updated on 04/15/2023
All items in your pricebook should map to a QuickBooks account. In some cases, you can to map to a sub-account in your QuickBooks Chart of Accounts. An example of a sub-account in QuickBooks is shown below (HVAC is the sub-account of Sales):
Note: If you update the account for a Pricebook item after you have already exported that Pricebook item, update it manually in QuickBooks.
For example, you map an AC maintenance service to the HVAC:Sales account and you have export invoices with that service. If you update the AC maintenance service in to map to the HVAC:Maintenance account, you need to go into the QuickBooks Item List (Lists > Item List), right-click to edit the service item, and update the account field to HVAC:Maintenance.
Map a single Pricebook item
Go to the navigation bar and click Pricebook.
In the side menu, select the Services, Equipment, or Material for the item you want to map. The item table opens.
Enter the account name in the General Ledger Account field using this format: Parent Account Name:Sub-account Name. For example, if you map a service to a Sales sub-account called HVAC, enter Sales:HVAC in the account field.
Note: Make sure there isn't a space before or after the colon. You also should not include any account numbers, unless you added them to the Account Name field of the account in QuickBooks.
Map multiple Pricebook items using the Pricebook Excel Template
Export your pricebook (Settings > Import / Export Data).
Open the exported file in a spreadsheet application.
Enter the sub-account name in the Account column. Enter the name in this format: Parent Account Name:Sub-account Name. For example, if map a service item to a Sales sub-account called HVAC, enter Sales:HVAC in the account field.
When you’re done, save the spreadsheet file and import it back into (Settings > Import / Export Data).
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.