How to use Connection Level Mapping for QuickBooks

Created by Richard Pasquin, Modified on Sun, 18 Sep 2022 at 10:50 PM by Richard Pasquin

In this tutorial, we will go over on how to use the connection level mapping feature for the QuickBooks gateway on Cryptoworth.

Connection level mapping is available to map transactions at the asset level, whether through a wallet or exchange, to the desired account on QuickBooks. All transactions tied to a particular asset can be mapped to a specific account on QuickBooks. 

In an example, you can have an account on QuickBooks for each digital asset type and map each asset type from Cryptoworth to their respective accounts on QuickBooks. 

Step 1

On the Accounting tab under Gateways, click on the View button under your QuickBooks gateway connection. 

Step 2

You will most likely default into the Classification Level Mapping tab, select the Connection Level Mapping tab. 

Step 3

Click on the Map Connections button and select the connection you want to use as your source (wallet/exchange).

In this example, we used a Bitstamp account as a source for the connection. 

Step 4

Click on the Add Asset button to select the digital asset you will be mapping. You will be able to map specific assets to your account of choice on QuickBooks. Once mapped, you can select where to map the other assets to QuickBooks for that specific connection.

In our Bitstamp connection example, we want to map our XRP assets to our Ripple Asset account on QuickBooks.

Step 5

Search for the asset within the connection that you want to map. Then select the account from your QuickBooks connection.

Step 6

If you have more assets to map, continue by clicking the Add Asset button for each one. If you are ready for the next step, select where you want your other assets to be mapped to QuickBooks. Then click on the Save button. 

The connection level mapping is now complete for the Bitstamp example connection. If you have more connections to map, continue through the Map Connection button.

You will also be able to alter your existing mapped connection by clicking the three-dotted button 

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