overview

Chart of Accounts Overview

What is Chart of Accounts Integration?

Chart of Accounts (COA) integration connects your expense categories and revenue types to corresponding accounts in your accounting software (QuickBooks, Xero, etc.). This enables automatic synchronization of financial data, eliminating manual data entry.

Why Use It?

  • Save Time: No more duplicate data entry between systems
  • Reduce Errors: Automatic sync eliminates manual mistakes
  • Accurate Records: Expenses and payments go to the correct accounts
  • Better Reporting: Financial data flows seamlessly for reports and taxes

How It Works

  1. Connect your accounting provider (QuickBooks, Xero, etc.)
  2. Import your Chart of Accounts from the provider
  3. Map expense categories to accounting accounts
  4. Configure revenue accounts for invoices
  5. Sync financial data automatically

Supported Providers

ProviderStatus
QuickBooksAvailable
XeroComing Soon
FreshBooksComing Soon
WaveComing Soon
SageComing Soon

Key Concepts

Mapping Types

  • Expense Mapping: Links expense categories (parking, supplies, etc.) to expense accounts
  • Revenue Mapping: Links order types to income accounts

Account Types

  • Expense: Costs incurred (parking, supplies, mileage)
  • Income/Revenue: Money earned from services
  • Asset: Resources owned (cash, accounts receivable)
  • Liability: Debts owed (accounts payable)
  • Equity: Owner's investment

Mapping Status

  • Active: Mapping is configured and ready for sync
  • Inactive: Mapping exists but is not used for sync
  • Unmapped: Category has no account assigned yet
  • Invalid: Mapping has errors (wrong GUID, deleted account)

Getting Started

  1. Go to Settings > Integrations > Accounting
  2. Connect your accounting provider
  3. Click Chart of Accounts to start mapping
  4. Import accounts from your provider
  5. Map each expense category to an account
  6. Configure at least the default revenue account
  7. Run validation to verify setup

See Also