Can I Map My MBO Income?
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 Products 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! We’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 practice
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? in Mindbody’s help center.
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 (far right).
- From the Income Account drop-down, 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?
In Mindbody you will need to edit your Products and Services from separate screens. See Mindbody’s help center for Product and Service editing instructions.
Advanced mapping scenarios
Changing mappings after you have already synced
Mapping changes apply to new transactions by default. To update historical transactions, check Also update this account in historical transactions when editing the product/service in QBO.
Warning: Updating historical transactions can shift prior-month P&L reports. Coordinate with your bookkeeper before applying historical changes across many products.
When Mindbody revenue categories change
If you rename or reorganize revenue categories in Mindbody:
- FlexBooks will create new QBO income accounts and products/services for new categories on the next sync.
- Old products may remain in QBO mapped to the previous income account.
- Recommended: Update revenue categories in Mindbody before heavy sales periods, then verify mappings in QBO Products and Services.
Custom or one-off products
Custom sales in Mindbody still sync through a product/service record. If a sale maps to an unexpected account:
- Find the product name in the QBO transaction detail.
- Search for that product in Mindbody to confirm its revenue category.
- Update the QBO product’s income account mapping if needed.
Troubleshooting mapping mismatches
| Symptom | Likely cause | Fix |
|---|---|---|
| Income in wrong QBO category | Product/service mapped to wrong income account | Edit mapping in Products and Services |
| New category not appearing | Category added in Mindbody after last sync | Wait for next sync; verify in QBO |
| Refund in wrong category | Refund tied to product with old mapping | Update product mapping; see Refunds, Chargebacks & Negative Transactions |
| Totals match but categories differ | Intentional non-mirrored mapping | Run audit report; document mapping choices |
Stripe and other payment income
If you use Stripe or other processors in addition to Mindbody Payments, see Can I Map My Stripe Income? for processor-specific mapping guidance.
When to change Mindbody vs. change QBO
| Goal | Change in Mindbody | Change in QBO |
|---|---|---|
| Reports should match between systems | Yes (preferred) | No |
| QBO formatted for tax preparer | Maybe | Yes (with caution) |
| One product needs different account | Change its revenue category | Edit product mapping |