How to Set Custom Mappings

Once you have successfully connected your QBO account to Bento all transactions will be mapped over to Quickbooks under the "Bento Uncategorized Expense" mapping.

However, if you have different accounts your already set up in your QBO account that you would like to map specific type of merchant transactions to, you can do this as well.

To set Custom Mappings, you will first want to click the green "Settings" button on the right-hand side of the "Transactions" page of your Bento account. 

 For example, if you wanted to map all gas station transactions for your Bento account to automatically map to a "Travel" account you already have setup in your chart of accounts in QuickBooks -- you could take the steps below:

https://gyazo.com/4b7cc206c054be05dcfd01aed2a68a4a

 

Click "+Add custom mapping" > On the left, select the merchant type you want to have custom mapping > On the right, select the account synced over from your QuickBooks Online account you want the transactions mapped to > Save

After doing this all future transactions will automatically be mapped to the custom account you set.

 

Have more questions? Submit a request