Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Setting Up QuickBooks Online Services
Monograph allows you to map line items from your invoices with corresponding Services in QuickBooks Online so that your line items correlate to each particular Phase and Consultant in your Chart of Accounts in QuickBooks Online. This means that you will see a line item breakdown associated with each of your Services*, which will provide you with more detailed reporting on the QuickBooks Online side.
Linking Phase Types to Service Items
To set up Services for each Phase within Monograph, navigate to Settings > QuickBooks > Phase Types.
The QuickBooks Service column will allow you to select the service from the dropdown that should be associated with each global phase.
When an invoice is sent to QuickBooks Online, each line item will be mapped to each of the Services* accordingly with the appropriate rates and totals.
Linking Consultant Types to Service Items
To set up Services for each Consultant within Monograph, navigate to Settings > QuickBooks > Consultant Types. The QuickBooks Service column will allow you to select the service from the dropdown that should be associated with each type of Consultant.
When an invoice is sent to QuickBooks Online, each Phase Consultant or Project Consultant line item will be mapped to each of the Services** accordingly with the appropriate rates and totals.
Linking Expense Categories to Service Items
To set up Services for each Consultant within Monograph, navigate to Settings > QuickBooks > Expense Categories. The QuickBooks Service column will allow you to select the service from the dropdown that should be associated with each type of Expense
The QuickBooks Service column is used for mapping for invoicing purposes, which is separate from sending expenses to QBO. Click here to learn more about sending reimbursable and non-reimbursable expenses to QBO.
When an invoice is sent to QuickBooks Online, each Expense line item will be mapped to each of the Services accordingly with the appropriate rates and totals.
*Prior to February 11, 2022, all line items used the Quickbooks Online "Sales" item. This meant that each line from Monograph invoices went to the “Sales” revenue account within your Profit & Loss Statement in Quickbooks Online. This update allowed for each Fixed Fee and Hourly Fee line item to be associated with the appropriate Services on your Profit & Loss Statement.
**Prior to January 13, 2023, all any Consultant line items used the Quickbooks Online "Sales" item. This update allowed for any Phase Consultant or Project Consultant to be associated with the appropriate Services on your Profit & Loss Statement.
Any line items included as Other Items will continue to go to the “Sales” revenue account in Quickbooks Online.