Chart of Accounts Mapping
Review the normalized Chart of Accounts hierarchy and the account mappings used for financial reporting.
Levelup normalizes accounts from each connected accounting provider into one Standardized Chart of Accounts. You can use the hierarchy below to review the categories available when you map an account.
Standardized Chart of Accounts
The taxonomy has 378 categories across 2 financial statements, 8 top-level roots, and 4 hierarchy levels. Expand a statement and root to review every mapping category.
Balance Sheet
Income Statement
How mapping works
When financial data syncs from QuickBooks Online or Xero, Levelup maps each provider account to a category in the Standardized Chart of Accounts. Rule-based categorization runs first. If a rule cannot determine a category, AI normalization evaluates the account name, code, and type. A manual categorization overrides either automatic result.
Review or change a mapping
- Open a company's Chart of Accounts mapping page.
- Find the provider account by name, code, or mapped category.
- Select the edit control for the account.
- Choose a category from the Standardized Chart of Accounts.
- Apply the pending changes.
Your updated categorization takes precedence over automatic mappings. You can reset a manual categorization to return to the AI or rule-based result.
Included accounting guidance
The published hierarchy includes the contract asset and contract liability categories used for ASC 606, the right-of-use asset and lease liability categories used for ASC 842, and accrued commissions payable categories.
Limits
- You can map an account only to a category in the published hierarchy.
- Provider accounts remain available for review even when their names differ from the standardized labels.
- Resetting a manual categorization is reversible; it restores the current automatic mapping.
Next steps
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