Account mapping allows you to change the way your data is organized on Cash Flow Frog. You can use it to create a structure that’s right for you and paints the most accurate picture of what's really going on inside your business. 

For example, if a certain transaction appears under ‘Accounts Receivables’ and you want to move it under ‘Sales’, it can easily be done with our Account Mapping feature. Restructuring your accounts in Cash Flow Frog is easy and never affects the way your accounts appear in your accounting software.
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Now, before we explain how Account Mapping works, let’s make sure you know how your data is structured in your accounting software. 

Within QuickBooks, all of your transactions are entered into accounts. Different accounts are used for different types of transactions. Accounts act like file folders to hold individual transactions. 

If accounts are file folders, the Chart of Accounts is like a file cabinet, containing all the different file folders and keeping them neatly organized. The Chart of Accounts may look different for each business, because of the different type of transactions common to each one. If you haven’t changed your COA, it’s likely the default structure based on the type of business you selected when you set up your QuickBooks account.

Your data is regularly pulled from QuickBooks. Each account from your QuickBooks Chart of Accounts is classified under a certain type in Cash Flow Frog:

At times, you may want to change the way an account or transaction is categorized. Using account mapping to change the way that account is categorized in Cash Flow Frog lets you see the change to your cash flow without effecting your QuickBooks chart of accounts. This can help you avoid problems from making a change in your accounting software. 

To make this change, click your name in the upper right corner of the screen to open the menu, then click “account mapping.” 

You can easily make this change from the Forecast screen. Just scroll down to the cash flow breakdown below the graph and click to expand “cash in” or “cash out.”

The accounts mapped as Cash In or Cash Out will be listed (in the example below, Service Fee Income is listed as Cash In). Just hover your cursor over the “?” beside the account name to bring up your options. Quick Edit and Account Mapping are available to you right here so you can change how the account is mapped in your forecasts. 

Click account mapping and you’ll be brought to the screen below. 

Click the drop down menu to bring up a list of options for moving the account. Select the new account type and you’re done. The account moves into the new category within Cash Flow Frog without impacting your QuickBooks chart of accounts.

You can use the account mapping tools to create a more accurate picture of your current and projected cash flow, giving you even more insight to make crucial business decisions. Questions? Just click the green support button at the bottom of the Cash Flow Frog screen and ask away! Our support team is here to help.

Examples

1.

Several payroll payments were booked in QuickBooks under a payroll account that is mapped to  “Payroll clearing” type and the rest were booked to an account that is mapped to type “Payroll expenses”. 

In order to get all of the payroll expenses to the same type you can map all of the payroll accounts to the same type (could be a new type or an existing one)  as seen in the example below:

2. Several sales transactions were booked in QuickBooks under a sales account that is mapped to  “Service Fee Income” type and the rest were booked to an account that is mapped to type “Sales Of Product”.

In order to get all of the sales expenses to the same type you can map all of the sales accounts to the same type (could be a new type or an existing one)  as seen in the example below:

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