Can I Map My MBO Income?
How does FlexBooks Auto-Map my income accounts by default?
First, FlexBooks creates QBO Income Accounts for each of your MBO Revenue Categories.
Then, for each of your MindBody Product or Services, FlexBooks creates a corresponding Product or Service in QBO and Auto-maps them to their corresponding QBO Income Account.
Can I map my MindBody Revenue Categories to different Income Accounts?
Yes – you absolutely can! I’ll show you how below, but first...
We highly recommend that you don’t do any “Mapping” with FlexBooks.
Why does FlexBooks recommend that I NOT do any mapping?
FlexBooks is designed to keep your MindBody Account and your QuickBooks Account mirroring each other.
With Mirrored QBO/MBO Accounts:
• Your MindBody Reports will always match your QuickBooks reports
• You or your bookkeeper can run audits to spot issues
• You can easily spot missing or modified transactions
• It's just good bookkeeping practices
What if I prefer my QuickBooks Income Accounts to my MindBody Revenue Categories?
No problem. Your MBO Revenue Categories should report your income the way you want to see it reported. Now’s a great time to take a step back and rethink how you want to see your Income reported – both in MindBody and in QuickBooks.
The best way to handle this is to go back and reconfigure your Revenue Categories in MindBody so that they match your QuickBooks Income Accounts. FlexBooks will then handle the rest and your MBO income reporting will always match your QBO income reporting.
For instructions on how to change your MBO Revenue Categories in MindBody, see Can I change my revenue categories after making sales?
I have a really good reason to have different MBO Income Reporting & QBO Income Reporting – I don’t need them mirrored! How can I map my Revenue Categories to different Income Accounts?
You can do any mapping you want with FlexBooks from inside of QuickBooks on the "Products and Services” screen.
FlexBooks uses these QBO Products and Services to create transactions. Whatever these Products and Services are mapped to at the time the transaction is created – the mapped Income Account will be used at that time.
To change the mapping of your Products & Services:
- In QBO, Click the Gear icon > Products and Services.
- Find the product or service item you'd like to map and click Edit (to the far right).
- From the Income Account drop-down list, select a new Income Account
- If you want all previous uses of the item to also be changed, select "Also update this account in historical transactions”
- Click “Save and close"
How do I find all of my Products and Services in MindBody so that I can set them up the way I want to see them in QBO?
In MindBody you will need to edit your Products and Services from separate screens. Here are instructions on how to find both screens in MindBody: