Managing Chart of Accounts View - QuickBooks Online
Manage COAs View
After syncing your Chart of Accounts from QuickBooks, you can manage which accounts display in the COA dropdown when mapping items to QuickBooks Online.
- Click the gearbox in the top right to navigate to Manage Settings
. - Click Inventory.
- Click the Items tab and select Chart of Accounts.
- You can 'hide' accounts from view from this table by toggling the HIDDEN on or off.
Enabling the Hidden button hides the account in the Expense/Income/Inventory Asset Account dropdown when mapping items to QuickBooks Online. 
Disable COAs
When you need to turn off a Chart Of Accounts, deactivate it in QuickBooks Online and sync the accounts to Flourish Software.
To match the platforms, please do the following:
- Disable a Chart of Accounts in QuickBooks Online.
- Go to Flourish Software and Sync the Accounts from QuickBooks Online:
- Go to Manage Settings.
- Click Integrations (if you do not see Integrations, ensure it's turned on for your user role under Admin Roles).
- Click on the Pencil icon
in the QuickBooks card. - Click Map Items.
- Click on Edit on the top right, and this is what you will see:
- Click
After taking the steps above, Flourish will do the following.
- Set the COA as 'Disabled'.
- Remove the disabled COA from the dropdowns so you cannot select it when you set up COAs for items in Flourish.
- Flourish Software will indicate items set with the disabled COA by displaying a '[DISABLED]' designation. This visual cue is essential as it helps you quickly identify and manage these items.
Disabled Chart of Accounts View |
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'[DISABLED]' Designation When Mapping Items |
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