Typically, you'll only have to perform this action once. However, CLIPitc will recognize if you are connecting to a different QuickBooks version or a different company file which will require the mapping process to be performed again. Additionally, if you add Items, Classes, Payment Methods, or Sales Tax rates, you'll be required to map them into CLIPitc before they'll be available throughout the program.
You will receive a message on the top of your CLIPitc screen notifying you to complete the process. There will be a "CLICK HERE" link in order for you to easily get to the screen to map records to QuickBooks. You can also go to QuickBooks>Mapping.
In this section, you will need to assign all of the available Items, Class, Payment Method and Sales Tax. Do this by selecting the drop down menu for each item and matching it up with an item in your QuickBooks. Once you have the correct item assigned, click the "Update" button for each tab (Items, Class, Payment Method and Sales Tax), to save the mapping. Once you have completed mapping for each tab, click the "Finish Mapping" button to save and finish with the mapping!
If you have any questions please visit our Help Center or log into chat at the bottom of the page at CLIPitc.com. We are more than happy to answer any questions you may have!