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Cin7 Account Mapping

Once you have populated your Chart of Accounts in Cin7 Core or Xero/QuickBooks, you must make sure the accounts are mapped correctly. This ensures that income and outgoings are correctly categorised.

Account Mapping

You can find Account Mapping in Settings → Reference books → Financial → Account Mapping.




Account mappings are one-to-one. Each Cin7 Core account must be mapped to a unique Xero/QuickBooks account.

Choose the accounts to map from the lists and Save your changes when you are finished.

Note:If you do not have Gift Cards or Goods Received Not Invoiced/Goods Invoiced Not Received enabled in your settings, you will not be given these account options.

Bank Accounts

Once your Chart of Accounts is mapped correctly to Cin7 Core, you can connect your real-world bank accounts in order to import and classify your bank transactions.

If you are using Cin7 Core standalone, bank accounts are added by navigating to Settings → Reference books → Financials → Chart of Accounts and using + Account. Learn more about adding and managing Bank Accounts in Cin7 Core.

If you are using Xero/QuickBooks, bank accounts are added through Xero/QuickBooks and will be read-only in Cin7 Core.

Note: Make sure to include account codes when adding bank accounts in Xero.