Accounts
The Accounts list is the company's chart of accounts. Open it from the Settings menu in the workbench toolbar by choosing Accounts. Accounts are used to categorize financial activity and to map Backbone data to QuickBooks Online.
The Accounts List
Each account row shows:
- Number — the account number.
- Name — the account name.
- Type — the account type (for example income, expense, or asset).
- Linked to QB — whether the account is linked to a QuickBooks Online account.
- Linked to QB Item — whether the account is linked to a QuickBooks Online item.
QuickBooks Linking
When a QuickBooks Online account is connected, two buttons let you line up Backbone accounts with QuickBooks:
- Show QB Accounts — opens a side panel listing the accounts from the connected QuickBooks Online company. Drag a QuickBooks account onto a Backbone account to link them. The button becomes Hide QB Accounts while the panel is open.
- Show QB Items — opens a side panel listing the items from QuickBooks Online so accounts can be linked to the matching QuickBooks item. The button becomes Hide QB Items while the panel is open.
Tip: Linking accounts and items keeps invoice exports
mapped to the correct QuickBooks Online accounts. See the
QuickBooks section for
how to connect.