How to Sync Custom Fields & Classes in your Accounting Software
Abacus is set up to seamlessly sync with some accounting softwares so that an expense flows into the software with the correct classification, or "Class." You can sync both Team and Expense fields to your classes in your accounting software (Quickbooks, Xero, and Netsuite).
To associate information with an employee's profile, add a Team Field. Team fields are things like Office Location, Department, Group, and Employee ID.
To associate information with each expense, add an Expense Field. Examples include: Project, Event, and Client.
Before mapping custom fields to Classes, make sure you have successfully integrated Abacus and your accounting software. For more information on accounting software syncs, read on here. Once the integration with your accounting software is complete, the Accounting Class options will be available in a drop-down menu as you're setting up your custom fields.
Mapping Team Fields to classes in Abacus
Once you've created a Team field, hover over the column to the right to select Classes from a drop down menu:
Mapping Expense Fields to classes in Abacus
Once you've created an Expense field, hover over the column to the right to select Classes from a drop down menu:
That’s it! The fields used for expenses will flow through to your accounting software with the correct Class categorization.