Migrate and Map Chart of Accounts
Use AI to automatically map your existing chart of accounts to Propio.
Migrate and Map Chart of Accounts
Learn how to map and migrate your chart of accounts from your existing ledger using Propio's AI-powered account mapping.
Steps
1. View AI Account Mapping Progress
Monitor the AI's progress as it analyzes and automatically matches your chart of accounts to the best Propio accounts, showing how many accounts remain to be mapped. This can take a minute.
2. Review Mapping Preview
Once Propio is done mapping the chart of accounts from your connected QuickBooks Online account, it'll map it to a proposed Tax basis chart of accounts. The three columns show: your QuickBooks Online chart of accounts, the ledger amount from that chart of accounts, and the Propio accounts, which our AI has mapped your accounts to. Review and approve the mapping on this screen.
3. Add a Sub Account
Select the option to add a subaccount, allowing you to create a more detailed account hierarchy under a main account.
4. Select Main Account for Sub Account
Click to choose the main account under which the new subaccount will be categorized for proper financial organization.
5. Enter Main Account Type
Enter the type of main account to classify the subaccount appropriately within your chart of accounts.
6. Add the New Sub Account
Click the Add button to create the new subaccount under the selected main account.
7. Confirm Main and Sub Account Selection
Verify that the main account and subaccount selections are correct before proceeding with the addition.
8. Select the New Sub Account
Click on the newly created subaccount to begin editing its details and attributes.
9. Enter Sub Account Name
Enter the name of the subaccount to clearly identify its purpose within your financial records.
10. Save Sub Account Details
Click the Save button to store the subaccount information and update your chart of accounts.
11. Open Account Dropdown
Click on the account to view or edit its details as part of your asset management.
12. Select the Applicable Account
Click the appropriate subaccount to access and modify its specific information within the asset category.
13. Save and Continue Migration
Click Save and Continue to finalize your changes and proceed with the chart of accounts migration process.
Summary
You have successfully migrated and mapped your chart of accounts by reviewing AI mappings, adding subaccounts, and saving your configurations. Next, explore detailed account customization or proceed with financial reporting setup.