> For the complete documentation index, see [llms.txt](https://docs.drivepoint.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.drivepoint.io/navigating-the-excel-add-in/core-functions-of-the-drivepoint-add-in/import-data/mapping-financial-accounts.md).

# Mapping Financial Accounts

## 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.&#x20;

### 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

<figure><img src="/files/H7SIsC78uEI8b3T0IiPx" alt="" width="354"><figcaption></figcaption></figure>

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

<figure><img src="/files/pQtPlpMkl8eWQr11daP7" alt="" width="180"><figcaption></figcaption></figure>

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

<figure><img src="/files/qG9BsIh50j8RmQPFACGV" alt="" width="357"><figcaption></figcaption></figure>

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

<figure><img src="/files/hpWFG9HnDULzSbmsChsL" alt="" width="357"><figcaption></figcaption></figure>

4. 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

<figure><img src="/files/SaeAMC9uNcohaqwJhkWo" alt="" width="174"><figcaption></figcaption></figure>

5. 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.**&#x20;

### **‼️ Important Note for Netsuite Customers**

There are some accounts that are always purposefully left unmapped because they could be totals or subtotals. Mapping those accounts will double count in M-monthly.&#x20;

**Examples of Accounts to leave unmapped:**

<figure><img src="/files/Y7gA3NJkjOoUt38ogs83" alt=""><figcaption><p>Please do not map these accounts!</p></figcaption></figure>


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