Account Type Mapping With Xero

When uploading a new client into ProfitSee, one of the first steps is making sure the Chart of Accounts is mapped correctly. This article serves as an in-depth guide on how account types in QBO are mapped into ProfitSee.

1. In ProfitSee, account types are mapped the following way:

Screen Shot 2019-02-18 at 10.38.24 AM

2. If the client is using Xero, the mapping is the following:

Screen Shot 2019-02-19 at 2.10.34 PM

3. The Chart of Accounts that appears in the 'Data Entry' tab is the same that is created in the accounting data software provider(Xero). Please note that if you want to manually edit account types within ProfitSee, these changes will only be reflected in the Analyst. The account grouping of the P&L and Balance Sheet is fixed as it comes from the data provider.

4. If you are using Quickbooks Online files, here is our support article guide for account mapping with QBO.

If you have any questions at all, please contact your account manager or send us a message at support@myprofitsee.com.