Mapping the Chart of Accounts to the Sales Summary

Corporate users can configure product categories and their subcategories to generate sales report.

Navigate to Admin > Finance > Configure Categories for Sales Report.8-19-2022_10-56-38_AM.pngClick the Associate Mapping tab. image01.png

You can associate your Standard QuickBooks CoA with the Sales Summary by dragging the Account Value from left to right. After moving the account value, you will notice that values are added in the Sales Summary and are grayed out in the Standard QuickBooks CoA section on the left.

If you are mapping a child account value with the Sales Summary, then the parent value of that child value will get grayed out.

To undo mapping, you can delete the mapped account value from the Sales Summary. After mapping the values, click Save.

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