Account Mapping is the process of connecting CoreBridge internal accounts to the matching Chart of Accounts in your integrated accounting software. This is a critical part of ensuring smooth and accurate reconciliation between your CoreBridge system and your integrated accounting software.
Whether you are using Xero Summary Sync, Xero Detail Sync, QuickBooks Online Summary Sync, or QuickBooks Online Detail Sync, the process for editing your Account Mapping follows the same steps and will be outlined below.
Table of Contents
Edit Account Mapping
The option to edit your Account Mapping will be seen once you have installed and are connected to your integrated accounting software. For more information on installing and connecting, please see Xero Summary Sync, Xero Detail Sync, QuickBooks Online Summary Sync, or QuickBooks Online Detail Sync.
Note: You may only have one accounting integration active at any given time.
Navigate to Settings / Integrations / Installed Integrations
1. Select the accounting integration software you have previously installed and connected.
Note: For this article, we will be using Xero Summary Sync as the example. All of the accounting integrations follow the same process for Account Mapping.
2. Click on the Edit Account Mapping hyperlink.
3. Select the appropriate account category from the tabs on the top.
Note: This Account Mapping process should be completed for each of the account categories.
4. Use the dropdown menu to select the corresponding account in your accounting integration.
Note: The dropdown menus in each accounting category further filter the accounts you can choose from. For example, you only see Accounts Receivable as an option in the Accounts Receivable dropdown.
Note: We recommend manually selecting each account. To understand best practice recommendations, as well as the Add as new on sync option, please see Best Practices below.
5. Click Save & Sync Now.
Note: It is recommended to select Save & Sync Now so that you can verify your mapping has been set up appropriately.
When your accounts have been mapped and synced you will see a green checkmark along with the date and time of the last sync.
Best Practices
To ensure a successful sync between CoreBridge and your integrated accounting software, it is important to follow a few best practices when setting up your Account Mapping.
Manual Account Selection
We highly recommend manually selecting each account. Start by verifying that all necessary accounts exist in the accounting software.
Note: This may mean that you need to add several accounts in each accounting category.
Use consistent naming conventions between CoreBridge and the accounting software to make account selection and reporting more intuitive.
Add as new on sync
If Add as new on sync is selected, your CoreBridge system will begin by searching for an exact match - with no variation in spelling, spaces, capitalization, special characters, etc. - in your accounting software. If an exact match is not found, a new account will be created in your accounting software and automatically mapped to the corresponding CoreBridge account.
As such, we highly recommend manually mapping all existing accounts from your accounting software, and only using Add as new on sync for accounts native to CoreBridge, such as Orders in Pre-WIP.
Note: Using Add as new on sync for accounts that you already have rather than manually mapping them may result in duplicate accounts that can lead to accounting and reconciliation errors.