QuickBooks Configuration Reference

Owlery inspects the connected QuickBooks company, proposes the accounting mappings, and maintains the approved configuration.

Your team does not need to assemble these IDs before discovery. Owlery recommends the mapping and asks you to confirm the accounting result.

Area	Available controls
Overall synchronization	Enable or disable background synchronization
Estimate synchronization	Enable or disable the supported Estimate workflow
Historical refresh	Run a paginated full Estimate scan for an intentional re-sync
Quote write-back	Enable or disable freight Purchase Order write-back
Cross-system write-back	Allow an order from another source to create a freight PO in QuickBooks
Carrier mapping	Map Owlery carrier or broker profiles to QuickBooks Vendor IDs
Freight coding	Map Owlery GL codes to QuickBooks freight Item IDs
AP account	Select the AP account for new freight Purchase Orders
Accessorial coding	Map Owlery line-item categories to QuickBooks Item IDs
Customer and Item matching	Match Customers by display name and Items by SKU

Mapping relationships

Owlery validates representative Customers, Items, Vendors, accounts, and accessorial categories before enabling write-back.