Chart of Accounts and Category Mapping

Chart of Accounts
IN THIS SECTION Overview Chart of Accounts List of Accounts Filtering List of Accounts Managing and Editing Chart of Accounts Grouping Accounts Re...
Thu, 7 May, 2026 at 10:23 AM
How to re-map your Chart of Accounts
There are two ways to organise your Chart of Accounts in Joiin, you can create a universal account mapping that applies to all reports, or you can create ma...
Mon, 17 Nov, 2025 at 10:56 AM
Un-Map your Chart of Accounts *COA Suggestions
If you have followed the guide on how to How to re-map your Chart of Accounts, this guide will help you understand how you can unmap your Chart of Accounts....
Wed, 19 Mar, 2025 at 12:25 PM
Chart of Accounts Mappings
TABLE OF CONTENTS Overview Joiin Account Types P & L Accounts Balance Sheet Accounts Automatic Account Mappings Using Joiin to tidy up your COA...
Thu, 7 May, 2026 at 10:50 AM
How to create consolidated categories or classes in Joiin
If you report by category (Xero), class, or location (QBO), you can now use Category Groups to merge and map your category options across entities. This wil...
Fri, 27 Jun, 2025 at 4:36 PM
Category Grouping
IN THIS SECTION Getting Started Categories Tab Category Groups Tab Viewing Consolidated Categories Category Options Company Categories Category ...
Wed, 17 Dec, 2025 at 7:19 AM