Mapping your Chart of Accounts (COA) in AI Growth Advisor ensures your financial data is consistent and comparable across all locations. This step is essential for accurate reporting, smoother audits, and better financial decisions.

Getting Started

• Log in to your AI Growth Advisor account with your username and password.
• Click your profile icon in the top right corner and select your organization if prompted.
• From the left-hand navigation menu, select Data Standardization.
• Make sure you’re on the Chart of Account tab at the top.

Select a Location

• You’ll see a list of your business locations, each showing how many accounts are mapped, not active, or ignored.
• Click on the location you want to work with (for example, Dallas, TX).

Start Mapping Accounts

• The left side displays all Not Mapped accounts (these are accounts in your data that haven’t been matched to your standard list yet).
• The right side shows your Standard Chart of Accounts—this is your organization’s master list of accounts.
• For each unmatched account, select it on the left, then use the arrow button to map it to the appropriate standard account on the right.
• You can use search bars on both sides to quickly find specific accounts or categories.

Matching Types

Choose your preferred matching type at the top of the screen:

• Require Conversion: Manual, one-by-one matching.

• Require AI Matching: Use AI Growth Advisor’s AI to help auto-match accounts (just click Auto-Match with AI).

You can also use Ignore or Not Active if certain accounts should not be mapped or are currently unused.

Review and Save Changes

• As you match accounts, review your selections. Use the Preview & Save to QuickBooks Online button (or your accounting system) to see all pending changes before applying them.
• If you need to update your mapping, you can always reset or redo individual matches.
• You can also export pending changes to Excel for record-keeping or review with your accounting team.

Tips for Effective Chart of Accounts Mapping

• Review all mapped and unmapped accounts before saving changes.

• If you have many accounts to map, use the AI-powered matching to speed things up.

• Schedule a mapping meeting using the in-app option if you want expert help.

• Keep your standard list up to date as your business evolves for ongoing consistency.

Why This Matters

Properly mapping and matching your Chart of Accounts in AI Growth Advisor keeps your financial data organized, accurate, and easy to compare across locations and time periods. It reduces errors, saves time, and makes your reports far more useful for business decisions.

If you need help at any point, use the Schedule Mapping Meeting or Request Mapping options, or reach out to Autymate Support.