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Created October 11, 2016 14:00
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Readme.md

OpenAir Data Setup

Project Mapping Setup

This mapping allows us to map a project in OpenAir to a project in Quickbooks.

As a OpenAir administrator:

  1. Navigate to Application Settings -> Projects
  2. If the external ID field is not visible, make it visible using the column setting menu on the right hand side of the table.
  3. Ensure that the Account Name for each project is set in the External ID field. This will allow the correct project name to be pulled across as part of the expenses import.

**The External ID needs to match the Project in Quickbooks exactly.**account numbers as follows:

Projects Listing

The list page for the projects should show up the

Expense Item Category Mapping Setup

This mapping allows us to map an expense item category to both a chargeable and a non-chargeable project code in Quickbooks.

As a OpenAir administrator:

  1. Navigate to Application Settings -> Expenses settings
  2. If the external ID field is not visible, make it visible using the column setting menu on the right hand side of the table.
  3. In the external field ensure the correct quickbooks account numbers are used in teh following format:

COGS=5011, Chargeable=6129

N.B. The comma is important here

The codes for the specific category mapping should match exactly the codes in Quickbooks.

The list screen should look like this:

Payment Mapping

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