Configure Accounting Software to Abacus Mapping

Abacus can sync with your accounting software so that expenses appear in Abacus with the correct expense account, class, department, and other custom fields. Sync both Team and Expense fields to accounting fields using QuickBooks*, Xero, NetSuite and/or Intacct.

The fields you can map depend on the accounting software you use.  The available mappings are listed below:

• QuickBooks Online and QuickBooks Desktop: Maps to class and customer fields.
• Xero: Maps to the tracking categories field. 
• Netsuite: Maps to location, department, and class fields. 
• Intacct: Maps to class, department, location, customer, project, and item fields. 

Learn how to sync Team Fields from your accounting integration.

When using an accounting software that isn't listed above, admins can set up Custom Export Mapping so that the data that you need will be available in a .CSV export that you can upload to your accounting software. Admins will want to map Categories to your Chart of Accounts on the Categories page. 

Admins can also create custom Team and Expense fields and map these to additional accounting fields like Class, Department, Location, etc.

Please Note: In order to map QuickBooks Online Classes to Abacus, you need to use, at a minimum, QuickBooks Online Plus.

Mapping Team Fields in Abacus to an Accounting Field

You can specify what each Team Field should map to in your accounting software.

When creating a new Team Field, input the name of the Accounting Field that the Team Field in Abacus should map to.

For an existing Team Field, click Edit in the Team Field section you would like to map and input the appropriate Accounting Field Name.

Once you have the chosen an Accounting Field to map the Team Field in Abacus to, you can input the values that each option should map to in your accounting software in the corresponding Accounting Field box.

Mapping Expense Fields in Abacus to an Accounting Field

You can specify what each Expense Field should map to in your accounting software.

When creating a new Expense Field, input the name of the Accounting Field that the Expense Field in Abacus should map to.

For an existing Expense Field, click Edit in the Expense Field section you would like to map and input the appropriate Accounting Field Name.

Once you have the chosen an Accounting Field to map the Expense Field in Abacus to, you can input the values that each option should map to in your accounting software in the corresponding Accounting Field box.