What fields are mapped between Quickbooks and Soldo?

When you export your Soldo transactions to QuickBooks, certain fields are matched so your data lands in the right place. The tables below show exactly how each field maps across, what’s needed for the integration to run smoothly, and which details aren’t included. This makes it easier to check your setup and avoid issues during reconciliation.

Transaction type	Name in Quickbooks	Name in Soldo	Mandatory for Integration
Expense	Payee	Supplier	Y
Expense	Payment Account	Bank account linked to wallet	Y
Expense	Payment Date	Settled Date	Y
Expense	Category	Expense Category	Y
Expense	Description	Description - User Note (Soldo Description concatenated with User Notes)	Y
Expense	Amount	Trx Amount	Y
Expense	VAT	VAT rate	Y
Expense	Location	Tracking Category (Location)	N
Expense	Class	Tracking Category (Class)	N
Bill	Supplier	Supplier	Y
Bill	Bill Date	Settled Date	Y
Bill	Due Date	Settled Date	Y
Bill	Category	Expense Category	Y
Bill	Description	Description - User Note (Soldo Description concatenated with User Notes)	Y
Bill	Amount	Trx Amount	Y
Bill	VAT	VAT rate	Y
Bill	Location	Tracking Category (Location)	N
Bill	Class	Tracking Category (Class)	N

The following fields are not mapped:

Transaction type	Name in Quickbooks	Name in Soldo
Expense	Ref No	Not mapped/NA
Expense	Customer	Not mapped/NA
Bill	Bill No	Not mapped/NA
Bill	Customer	Not mapped/NA

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