Map your packages to your accounts

Tell the system which revenue account and tax code each package belongs to. Nothing syncs until you do.

Your accounting system needs to know what each sale *is*. This is where you tell it, once per package type.

1. Open the mappings

Payments → Accounting Sync, and go to the mapping section. Every package type you sell is listed.

2. Map each package type

For each one:

• Product code — the item in your accounting system.
• Revenue account — where the money lands in your chart of accounts.
• Tax code — the code your accountant uses for this kind of sale.

Then Save mapping.

Ask your accountant for these. Guessing produces books that balance and are wrong, which is far harder to find later than books that stop and complain.

3. What happens if one is missing

An unmapped package type fails that document only, and names the package type in the reason. Everything else in the run still goes.

This is deliberate. The alternative — dropping unmapped revenue into a catch-all account — produces accounts that look complete and quietly misstate what you sell.

Keeping it tidy

If your accountant reorganises the chart of accounts, come back here. The mappings are the join between your product catalogue and their structure, and nothing else will notice that it has moved.

Related: Connect your accounting system · Send your invoices to your accounts · Set up your package types.