Is it possible with the Quickbooks integration to only load specific accounts from the Income Statement? For instance, I only want to import revenue accounts into a block. Is that possible?
Best answer by Julien
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- Community Manager
- 10 replies
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10 October 2023
- Answer
Unfortunately, this is not possible with the current implementation of Pigment’s QuickBooks integration.
There are 2 modes with hardcoded account lists:
- Balance Sheet: "Bank", "AccountsReceivable", "OtherCurrentAsset", "FixedAsset", "OtherAsset", "AccountsPayable", "CreditCard", "OtherCurrentLiability", "LongTermLiability", "Equity"
- Income Expense: "Income", "CostOfGoodsSold", "Expense", "OtherIncome", "OtherExpense"
- Newly Minted Pigmenteer
- 2 replies
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12 October 2023
Without this functionality, what is your recommendation? Can I load the normal P&L import, have a view that excludes revenue accounts, and then delete them? Is there a way to import the transaction lines related to revenue accounts from P&L block (driven my QBO integration) into a similar set up Revenue list? Other options?
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