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This page will describe how to map your general ledger accounts in the setup wizard

Step-by-step guide

  1. Open the Setup wizard. Open Settings > Setup Wizard
  2. You will see a section titled "Mapping your profit and loss statement/income statement."
  3. Move each ledger item from the right into the correct category on the left
  4. You can move items into a category by pressing the left arrow (<) next to the category you want to add the item to
  5. You can move items out of categories by pressing the right arrow (>) next to the category
  6. All ledger items must be mapped for correct reporting

 

Watch this video for more detailed instructions

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