Endpoints that list the connected company's items and accounts, plus a mapping endpoint that stores the account's default item. The invoice push reads that mapping when building the accounting invoice.
Also called: default item · income account · chart of accounts mapping · which account do invoices post to · quickbooks item · chart of accounts
- 1The mapping panel lists the connected company's items and accounts through the accounting API.
- 2The chosen default item is stored on the account row.
- 3Invoice push carries the invoice total on that item.
- 4Unmapped accounts surface as a sync error rather than posting to the wrong place.
The invoice module records the current scope explicitly: 'Single-line mode only for now (playbook Rule 8 / §5): one QB Item (the org's mapped default) carrying the invoice total. Itemized mode is a follow-up.' Mapping is read from 'Settings → Integrations → QuickBooks'.
- Invoices posted against a guessed or wrong accounting item.
- There was no way to see the connected company's real item and account lists in-app.
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