Mapping the Chart of Accounts to Profit and Loss Categories

Corporate users can configure different categories for income, expense, and overhead sections.

Navigate to Admin > Finance > Configure Profit & Loss Categories.6-17-2022_10-19-31_AM.pngClick the Associate Mapping tab.6-17-2022_10-25-12_AM.pngClick Save.  

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

If you are mapping a child account value with the Profit and Loss Categories, then the parent value of that child value will get grayed out.

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