Map revenue, fees, refunds, tax, and clearing accounts
Mappings are the control layer that keeps your sync preview understandable. Review suggestions, fix low-confidence matches, and make sure required accounts are mapped before preview posting.
Required mappings
- - Revenue account
- - Fee account
- - Refund account
- - Discount account
- - Shipping income account
- - Tax liability account
- - Clearing account
- - Payout bank account
Optional or later mappings
- - Product items and SKU-specific item mapping
- - Customer matching behavior
- - Payment method naming
- - Class, location, or department placeholders for later expansion
When LedgerSync blocks the preview
- - Required mapping is missing
- - Imported accounting catalog is incomplete
- - Currency is unsupported for the destination preview
- - Duplicate source records appear in the selected date range
Related articles
Keep moving through setup with the next most relevant guides.
Connect QuickBooks Online Sandbox
Authorize a QuickBooks sandbox company, import company info, accounts, and items, and keep posting limited to sandbox.
Connect Xero Demo Company
Authorize Xero, pick the demo tenant or an allowed tenant, import accounts and items, and keep preview posting in demo-only mode.
Understand sync preview
Compare daily summary and per-transaction preview modes, review blocking issues, and understand what will post later.
Troubleshooting common setup and sync issues
Resolve OAuth, shop-domain, realm ID, tenant selection, missing mappings, blocked previews, webhook failures, and worker issues.
Need help? Contact support
Support is the best next step when OAuth, imports, mappings, or reviewer access are blocked.