🗺️Mapping Financial Accounts

You need to map all of your accounts to Drivepoint categories. The mappings are stored in the Drivepoint cloud and will get pulled into every Plan when importing financial data.

How do I map my accounts?

When you are importing all data and your QBO or Netsuite is skipped, you receive an alert that you have new accounts to map. Please click on that link.

Step-by-step Instructions

1. Open the Drivepoint Add-In and click on Import Data

2. Next to your Financial data click on the > arrow

1. Expand the Add-In Menu to map accounts for better visibility into all fields

1. Click on "Unmapped only" to get a better view of the accounts you still need to map

1. Scroll through the options in the Drivepoint menu to map every unmapped account

1. If you are unsure of the unmapped account, you can also scroll to the right to "Full Account Information" and hover over the row to see more information from your accounting software (QBO/Netsuite) that might help map this account to Drivepoint

1. Once you have selected a Drivepoint category, scroll down and click on "Save Accounts Map"

🎉 Congrats - you have now mapped your financial accounts to Drivepoint categories.