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Update account mappings in a trial balance

Change framework mappings for financial audit accounts

Overview

During the setup of a trial balance, you'll need to select which chart of account framework section each client account belongs to. If needed, you can change these mappings later.

Update account mappings

To change account mappings:

  1. In your trial balance sheet, go to Utilities > Update account mappings.
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  2. Change an account's mapping by selecting an option from the dropdown menu under "Mapping framework".
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    Use column filters to filter to specific accounts. Check the boxes next to multiple accounts to bulk-update account mappings.
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  3. Click Finalize updates.

See also

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