Components
The Components page is where you match each active component type in Virtual Ops to a QuickBooks account. This helps the integration know which QuickBooks account should be used for each component type.
Navigation
Go to Administration > QuickBooks > Components.
What appears on the page
The page shows a table with one row per active component type. Each row includes the component name and a QuickBooks account dropdown. The dropdown is searchable, which makes it easier to find the correct account.
How to assign accounts
- Open the Components page
Go to the QuickBooks Components page from the Administration menu.
- Review each component row
Find the component type you want to map.
- Select the QuickBooks account
Use the dropdown on that row to choose the correct QuickBooks account.
- Save the page
Click Save in the sticky menu bar to store your changes.
If a QuickBooks account name matches the component name, the page may already preselect that account for you.