If you have an accounting integration with Craftable, please review our Books training video (click the image below!) for an overview of how to set up your Books platform.
Setting Up Books in Craftable
Vendor Setup
- Navigate to the Vendors tab in Books.
- Click on a vendor name to add a payee.
- Ensure the vendor is available in at least one department.
Chart of Accounts Setup
- Go to the Chart of Accounts under the Accounting tab.
- If using QuickBooks Online, accounts may auto-sync.
- If a Sync button is unavailable, click Add Account.
- Enter the GL Code and name the account exactly as it appears in your accounting platform.
GL Account Mappings
- Navigate to the GL Account Mappings tab.
- Click Add Mapping and select Category as the type.
- Choose the department or select All for company-wide mapping.
- Select a category and add allocations.
- To create a GL split, add multiple GL codes (total must be 100%).
- Tip: Complete GL Account Mappings before approving invoices.
If necessary, you can retroactively add GL Mappings to Bills, by navigating to Books > Accounting Tab > GL Account Mappings > Select an existing category mapping > Toggle on "Update Existing Bills".
Managing Bills
- Go to the Bills & Credits tab.
- Bill Statuses:
- Unassigned – At least one line lacks a GL code.
- Assigned – All lines have GL codes and are ready for approval.
- Approved – Bill is approved and ready for syncing.
- Click an invoice to map line items.
- Use Mass Map to assign all line items to the same GL account.
- Once all lines are mapped, approve the bill.
Syncing Bills to Accounting Platform
- Navigate to the Bill & Credits Sync tab.
- Use checkboxes to select bills for syncing.
- Depending on your accounting platform:
- Some allow direct syncing from Craftable.
- Others require file download for manual import.
- Verify the sync/download status in the History tab.