Under the Sales page, we recommend using one Default Customer per marketplace connected. While you can create a new customer each time, you'll eventually end up with tens of thousands of customers. This can slow down searching or report generation in QuickBooks Online.
You'll still be able to search for customer information in the Shipping field if you need to do that. Or you can use our platform to search for specific transaction information.
Under the Line Item page, the bolded fields are required. The fields that aren't bolded are recommended because they're more common. If you're using FBA, then you should map some of those fees, like the FBA Pick & Pack fee. Watch our video to see how to create a service item and link it to account and map it.
For the Settlement page:
While you don't have to map specific transaction types such as Inbound transportation charge or Subscription fee to your accounts, we recommend that you do map the more common transactions.
Mapping these common transaction types will give you a better understanding of where your money is going. Your reports will also be more accurate.
If you choose not to map these transactions, then we'll use the Default Other Income and Default Other Fee accounts.
Here are some of the transaction types we recommend mapping if you use FBA. You should consider mapping income and fees that are common to your account.
Customer return wrong item reimbursement
Customer return reimbursement
Warehouse damage reimbursement
Warehouse lost reimbursement
Warehouse manual reimbursement
Missing from inbound reimbursement
Inbound transportation charge
Cost of advertising (if you advertise)