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Disclaimer: This article is for accounting integration v2.

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After you configure data to be posted by journal entries, you must map each item in Zenoti to the corresponding chart of accounts in the accounting platform.

Item is posted by

Map

Category

Each category to the corresponding chart of accounts in the accounting platform

Subcategory

Each subcategory to the corresponding chart of accounts in the accounting platform

Default item

Default item to the corresponding chart of accounts in the accounting platform

Code

Each item to the corresponding chart of the accounts in the accounting platform

Important: Before you start mapping the items, you must sync the accounts in the Manual Sync tab.

  1. Navigate to the Integrations tab as follows,

    1. At the organization level, click the Admin icon.

    2. Under Organization, click Organizations or Centers.

    3. On the Manage Organizations or Manage Centers page, click Integrations.

  2. Expand the Accounting tab.

  3. Expand the Item Mapping tab.

  4. For each item in Zenoti, do the following:
    a. From the Item Type list, select the item in Zenoti.
    Note: If you’ve configured to post data by item code, item category, or item subcategory, you must also select the respective item from the Item Name list.

    b. From the Chart Of Account list, select the corresponding item account in the accounting platform.

    c. Click Add.

    d. Click Save.

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