N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
The Accounting Mapping feature allows users to display and map their chart of accounts in MSPbots, and use it to create widgets, bots, and dashboards. Only users with a Financial role can use this feature.
The Accounting Mapping feature requires data from the accounting integrations QuickBooks Online, QuickBooks On-Premise, and Xero.
This article is a guide on how to:
How to Access Accounting Mapping?
To access this feature go to the left most pane and click 
Settings > 
Accounting Mapping
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Overview
Content Tools
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!