How do I map accounts in Consolidation?

Last updated: February 9, 2026

To begin mapping accounts:

  1. Create and name your first sub-account by clicking the plus sign on the top-level account. In this case, we're using Income.



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  2. Create as many sub-accounts as you would like.

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  3. Select which accounts you would like to consolidate into your sub-accounts by clicking into their box. Then click on the sub-account to map them.

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  4. Once an account has been mapped to a sub-account, it will turn black. Unmapped accounts remain in orange.

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  5. When all accounts have been successfully mapped, you will see "All Mapped" in green.

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  6. Once you've mapped everything in Income, Cost of Goods Sold, Expenses, Other Income, and Other Expenses - you're all done!