If a Global Rule matches a transaction but the rule's Global Category is not mapped to an account in that client's QuickBooks Online company, LedgerSync cannot categorize the transaction. The transaction shows the rule's name in a red badge, and you fix it by mapping the Global Category for that client.

Why mapping matters

Each Global Rule points to a Global Category, such as Meals Expense. For the rule to work for a client, that Global Category must be mapped to the matching account in the client's QuickBooks Online company. Without that mapping, LedgerSync does not know which of the client's accounts to use, even if the rule itself is set up correctly.

How to spot an unmapped Global Category

In the client's Transactions list, look at the Applied Rule column. When a rule matched but its Global Category is not mapped for this client, the rule's name appears in a red badge.

• Hover over the red badge to see which rule matched and which Global Category is not mapped for this client.
• Click the red badge to open that Global Category so you can map it.

How to fix an unmapped Global Category

The quickest way is to click the red badge on the transaction. This opens the Edit Global Category window. Under Connect Client Categories, choose the client's QuickBooks Online account for that client, then click Save.

You can also open the Global Categories list directly:

1. In the top menu, open Rules Engine and choose QuickBooks.
2. In the left menu, open Settings, then Global Settings, then Global Categories.
3. Find the Global Category. The Clients Not Mapped column shows how many clients still need a mapping.
4. Click the Global Category to open it.
5. Under Connect Client Categories, choose the correct QuickBooks Online account for each client that needs one.
6. Click Save.

What happens after you map it

When you save a mapping, LedgerSync automatically reruns the active Global Rules that use that Global Category. Matching transactions that are still in For Review are then categorized, so you do not need to re-sync or wait for the next transaction pull.

Tips

• Treat a red badge in the Applied Rule column as an action item. It means the rule matched but its Global Category has not been mapped for that client yet.
• A Global Category must be mapped for each client individually. Mapping it for one client does not map it for other clients.

Need help?

If you are unsure which account to map, contact our support team at support@ledgersync.com.