Overview

Cross-Account Type Mapping allows a user to manage the SCoA by mapping accounts such as entries in Other Income into Income accounts, or Expenses to accounts that are listed in Other Expense when it is not possible to make the corrections in the accounting file. 

It is always recommended to make account classification corrections in the accounting file first.  

If the accounts are cross account mapped in Qvinci's platform and you recategorize them in QUICKBOOKS, make the update in Qvinci and then resync and remap as needed.  Otherwise, reports may not reflect accounts correctly or may generate a 500 error.

The Cross Account Type Mapping (CATM) feature is only available after the admin has requested the feature and agreed to reading the disclaimer, which includes a statement about GL Drill Down incompatibility.

The Cross-Account Type Mapping feature is only available after the admin has requested the feature and agreed to reading the disclaimer. The full disclaimer can be accessed here: https://qvinci.com/legal-notice/

If after reading you would like to utilize this feature, please have your account admin contact Qvinci Customer Success to have this function enabled.

NOTE: Cross-Account Type Mapping does NOT allow users to map across report types as P&L accounts cannot be mapped to Balance Sheet accounts or vice versa. The feature moves the data from one account type to another, but it does NOT flip debits and credits. 

Map accounts to the Qvinci SCoA (Standard Chart of Accounts)

After managing the SCoA and setting up for Cross-Account Type Mapping for the Client/Company, a user may map accounts. Two Account Type dropdown menus exist for Cross-Account Type Mapping. A user will find that Step 1 controls what appears in Step 2, and that Step 3 controls what appears in Step 4. 

• From the Tools menu select > Map to SCoA.
• The left dropdown (Step 1) manages the Account Types for the Qvinci SCoA.
• The right dropdown (Step 3) navigates users across the accounts found inside the location's/entity's accounting files (under the Account Type the user tracks them as in the file).

Cross-Account Type Map

Step A. Under Step 1 choose the Standard Account Type desired for Native Accounts to map to. You will notice that Step 2 Select a Standard Account updates with the corresponding Standard Chart of Account Type selected above.

Step B. Migrate to Step 3 to choose the Native Account Type to cross-map from. You will then see the corresponding Native Accounts appear under Step 4. 

Step C. Then begin mapping the Native Accounts now shown in Step 4 to the Standard Accounts shown in Step 2 by clicking on a Standard Account in Step 2, then check-marking the Native Account(s) in Step 4, and then clicking the Map Selection or Map and Lock Selection button.

Step D. The newly mapped account will disappear from the screen if the user is on the Unmapped page or will show the new mapping relationship if on the All-Accounts page. 

Step E. If a remapping for a particular account is necessary, simply repeat the mapping steps but be sure to click the "All Accounts" button. This shows all accounts, as opposed to only unmapped ones, and will allow a user to repeat the mapping steps to update the mapping relationship.

Have Questions?
We're More Than Happy to Help

Schedule a call with Customer Success below, email us at support@qvinci.com or call us at 1-512-637-7337 Ext. 1 Available M-F, 7:30am-6:30pm CT and it is always FREE!

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