Some invoice lines come straight from line items you entered — and some are generated by the system: move charges calculated from a rate table or tariff, travel charges for shop-to-origin and destination-to-shop, packing materials, packing labor, or whole sections consolidated into one line. The new Line Item Mapping tab under Settings → General lets you decide, once, which Category and Line Item each of those sections carries when it lands on an invoice. Previously, generated rows like transportation and packing materials arrived on the invoice with the category and line item blank — now they populate from your mapping.

Map each section to its category and line item, and every invoice you create — from an estimate, a work order, or the Income tab — fills its generated rows with the right classification automatically. And because line items tie to your product/service mapping, invoices sync to QuickBooks with the correct product or service on every line.

What's New

• Line Item Mapping tab: a new tab under Settings → General listing each pricing section, with a built-in description of exactly when that section's mapping is used.
• Category + Line Item per section: select the category and line item that system-generated rows from that section should carry on invoices — move charges, travel charges, additional charges, packing labor, and more.
• Separate mappings where it matters: packing materials map Container separately from Pack/Unpack, so each kind of packing row can carry its own category and line item.
• Works with your consolidation settings: whether a section is consolidated into one invoice line or broken out row by row (per the Invoices settings toggles), the mapping supplies the category and line item either way.
• QuickBooks flows clean: every line item you create in General settings appears under Settings → Integrations → QuickBooks → Line Item Mapping, where it maps to a Product/Service. When a mapped line item lands on an invoice, its product/service populates with it — so invoices sync to QuickBooks correctly, including move charge rows that previously carried no category or line item at all.

Who This Is For

• Companies syncing invoices to QuickBooks who want every line to arrive as the right product or service
• Back office and accounting teams who need generated charges — move, travel, packing — categorized consistently
• Admins onboarding a new instance: the mapping starts blank, and setting it once covers every invoice after

⚙️ How to Configure

This guide follows one worked example end to end: a category called Move Charges, a line item called Additional Labour, and a product/service called Labor — so you can see each piece click into place, all the way to the finished invoice.

Set up the building blocks

1) Create the Category under Settings → General → Categories — give it a title, map it to its service type(s), and choose the pricing section it belongs to. Our example: Move Charges, with Transportation Labor as its pricing section.

General (1) → Categories (2): each category with its service types and pricing section

2) Create your Product/Services on the Product/Service tab — these are the accounting-level names your invoices and QuickBooks will use. Our example: Labor.

General (1) → Product/Service (2): create the product/services your business bills under

3) Create the Line Item on the Line Items tab and open it to edit: select its Charge Category and — right on the line item — its Product/Service Mapping. Our example: Additional Labour, under the Move Charges category, mapped to the Labor product/service.

General (1) → Line Items (2): line items with their categories and product/services

Edit Charge Line Item: Additional Labour under Charge Category Move Charges, with Product/Service Mapping set to Labor

Map the pricing sections

4) Now open Settings → General → Line Item Mapping. Each pricing section is listed with its mapped Category and Line Item, and a Used For description of exactly when that mapping applies.

The Line Item Mapping tab (1): each pricing section with its Category and Line Item (2), and when it's used

5) Select a section and click Edit to assign the category and line item you created — for the Move Charges section, that's Move Charges and Additional Labour. Work through every section your pricing uses — move charges, travel charges, additional charges, packing materials (Container, and Pack & Unpack), packing labor, and the rest.

Select a section (1) and click Edit (2) to map its Category and Line Item

6) Review your consolidation preferences under Settings → Invoices → General — Consolidate Packing Materials as One Line Item and Consolidate Line Items by Section. Consolidated lines use the section's mapping; unconsolidated grids map their individual rows.

The two consolidation toggles (1) under Settings → Invoices → General

Connect QuickBooks

7) If you sync to QuickBooks, go to Settings → Integrations → QuickBooks → Line Item Mapping. Every line item created in your General settings is listed there — with the product/service it carries. Our Additional Labour line item shows its Labor mapping, ready for the sync.

Integrations (1) → QuickBooks (2) → Line Item Mapping (3): each Movegistics line item mapped to its Product/Service

See it on the invoice

8) Create an invoice as usual — from the estimate, the work order, or the Income tab. The generated move charge row arrives fully aligned: Category Move Charges, Line Item Additional Labour, Product/Service Labor — and that's exactly what syncs to QuickBooks.

The worked example on the invoice: Move Charges → Additional Labour → Labor, aligned end to end

9) The rest of the invoice follows the same rule — every generated row carries its mapped category and line item, while line items you entered explicitly keep their own.

Invoice rows carrying the mapped Category and Line Item (1) — and, where the line item is tied to one, the Product/Service (2)

10) With Consolidate Line Items by Section on, an invoice created from the Income tab combines each section's charges — estimated, travel, and added lines together — into a single line carrying that section's mapped category and line item, with sales-tax flags carried along.

An income-tab invoice with each section consolidated to one mapped line (1) — packing labor, crating, additional services, storage

Good to Know

• The mapping starts blank: it isn't pre-filled — walk through the sections once and map each one. The Used For descriptions tell you exactly when each section's mapping is used.
• Explicit line items win: line items you add under Additional Charges carry their category and line item automatically, and the invoice uses them directly. The mapping only fills in rows the system generates.
• Estimate level vs. Income tab: at the estimate level, explicitly categorized rows stay individual even with consolidation on; invoices from the Income tab combine each section into one mapped line. Either way, every line ends up categorized.
• Both pricing methods covered: move charges generated from a rate table or from tariff pricing both draw on the Move Charges mapping.
• One chain, four links: Category → Line Item → Product/Service → QuickBooks. If an invoice line comes through blank, check the chain in that order — the section's mapping first, then the line item's product/service.

Available Now

Line Item Mapping is live now under Settings → General. Spend a few minutes mapping your sections, and every invoice after — in Movegistics and in QuickBooks — classifies itself. Built straight from customer feedback; keep it coming.