source_system stringclasses 2
values | industry stringclasses 9
values | source_number stringdate 1000-01-01 00:00:00 9050-01-01 00:00:00 | source_name stringlengths 4 63 | source_type stringclasses 24
values | target_name stringlengths 4 53 | target_type stringclasses 14
values | target_detail_type stringclasses 55
values | mapping_kind stringclasses 3
values | rationale stringlengths 32 147 |
|---|---|---|---|---|---|---|---|---|---|
sage_50 | auto repair shop | 6010 | General Expense - Rent | general expense | General Expense - Rent | Expenses | Office/General Administrative Expenses | one_to_one | Rent is a subset of general administrative expenses in QBO. |
sage_50 | auto repair shop | 6020 | General Expense - Utilities | general expense | General Expense - Utilities | Expenses | Office/General Administrative Expenses | one_to_one | Utilities are categorized under general administrative expenses in QBO. |
sage_50 | auto repair shop | 6040 | General Expense - Misc | general expense | General Expense - Miscellaneous | Expenses | Office/General Administrative Expenses | one_to_one | Miscellaneous general expenses are mapped to the broader administrative category. |
sage_50 | auto repair shop | 6140 | Payroll - Misc | payroll expense | Payroll Expenses | Expenses | Payroll Expenses | one_to_one | Standard payroll expense account in QBO. |
sage_50 | auto repair shop | 7010 | Ask My Accountant | general expense | Professional Fees | Expenses | Legal & Professional Fees | one_to_one | Maps to QBO's standard professional fee expense category. |
sage_50 | auto repair shop | 7030 | Miscellaneous - Repair | general expense | Repair & Maintenance | Expenses | Repair & Maintenance | one_to_one | Maps to the standard repair and maintenance expense account in QBO. |
sage_50 | nonprofit community organization | 1000 | Cash in Bank | cash | Cash in Bank - Main Account | Bank | Checking | one_to_one | Standard bank account mapping for cash in bank. |
sage_50 | nonprofit community organization | 2020 | Accum Depr - Buildings | accumulated depreciation | Accumulated Depreciation - Buildings | Fixed Assets | Accumulated Depreciation | one_to_one | Accumulated depreciation for buildings. |
sage_50 | nonprofit community organization | 4010 | Sales - Donations | sales | Sales - Donations | Income | Other Primary Income | one_to_one | Directly maps to 'Other Primary Income' as donations are not tied to specific products or services. |
sage_50 | nonprofit community organization | 4020 | Sales - Membership | sales | Sales - Membership | Income | Other Primary Income | one_to_one | Directly maps to 'Other Primary Income' as membership fees are a recurring revenue stream. |
sage_50 | nonprofit community organization | 4030 | Sales - Grants | sales | Sales - Grants | Income | Other Primary Income | one_to_one | Directly maps to 'Other Primary Income' as grants are external funding sources. |
sage_50 | nonprofit community organization | 5000 | Cost of Sales - Events | cost of sales | Cost of Sales - Events | Cost of Goods Sold | Other Costs of Sales - COS | one_to_one | Directly maps to 'Other Costs of Sales - COS' for event-related expenses. |
sage_50 | nonprofit community organization | 5010 | Cost of Sales - Supplies | cost of sales | Cost of Sales - Supplies | Cost of Goods Sold | Other Costs of Sales - COS | one_to_one | Directly maps to 'Other Costs of Sales - COS' for supply-related costs. |
sage_50 | nonprofit community organization | 5020 | Cost of Sales - Equipment | cost of sales | Cost of Sales - Equipment | Cost of Goods Sold | Other Costs of Sales - COS | one_to_one | Directly maps to 'Other Costs of Sales - COS' for equipment-related costs. |
sage_50 | nonprofit community organization | 6030 | General Expense - Advertising | general expense | General Expense - Advertising | Expenses | Advertising/Promotional | one_to_one | Directly maps to 'Advertising/Promotional' as this is a standard expense category. |
sage_50 | nonprofit community organization | 6060 | General Expense - Office Supplies | general expense | Office Supplies | Expenses | Supplies & Materials | one_to_one | Direct mapping to QBO's Supplies & Materials expense category. |
sage_50 | nonprofit community organization | 6080 | Payroll Expense - Staff | payroll expense | Payroll Expense - Staff | Expenses | Payroll Expenses | one_to_one | Direct mapping to QBO's Payroll Expenses category. |
sage_50 | nonprofit community organization | 6090 | Payroll Expense - Contractors | payroll expense | Payroll Expense - Contractors | Expenses | Payroll Expenses | one_to_one | Direct mapping to QBO's Payroll Expenses category with specific contractor designation. |
sage_50 | nonprofit community organization | 6100 | Payroll Expense - Benefits | payroll expense | Payroll Expense - Benefits | Expenses | Payroll Expenses | one_to_one | Direct mapping to QBO's Payroll Expenses category with specific benefits designation. |
sage_50 | nonprofit community organization | 6110 | Payroll Expense - Taxes | payroll expense | Payroll Expense - Taxes | Expenses | Payroll Expenses | one_to_one | Direct mapping to QBO's Payroll Expenses category with specific tax designation. |
sage_50 | nonprofit community organization | 6120 | Payroll Expense - Misc | payroll expense | Payroll Expense - Miscellaneous | Expenses | Payroll Expenses | one_to_one | Direct mapping to QBO's Payroll Expenses category with miscellaneous designation. |
sage_50 | nonprofit community organization | 7020 | Miscellaneous - Travel | general expense | Travel Expenses | Expenses | Travel | one_to_one | Direct mapping to QBO's Travel expense category. |
sage_50 | nonprofit community organization | 7040 | Miscellaneous - Supplies | general expense | Supplies - Miscellaneous | Expenses | Supplies & Materials | one_to_one | Mapped to QBO's Supplies & Materials category for miscellaneous supplies. |
sage_50 | wholesale distribution company | 1020 | Petty Cash | cash | Cash - Petty Cash | Bank | Cash on hand | merge | Petty cash is typically categorized as 'Cash on hand' in QBO. |
sage_50 | wholesale distribution company | 1100 | Inventory - Raw | inventory | Inventory - Raw Materials | Other Current Assets | Inventory | merge | Raw inventory is a standard inventory category. |
sage_50 | wholesale distribution company | 1110 | Inventory - WIP | inventory | Inventory - Work in Progress | Other Current Assets | Inventory | one_to_one | Work-in-progress inventory is a standard inventory category. |
sage_50 | wholesale distribution company | 1120 | Inventory - Finished Goods | inventory | Inventory - Finished Goods | Other Current Assets | Inventory | one_to_one | Finished goods inventory is a standard inventory category. |
sage_50 | wholesale distribution company | 1130 | Inventory - Returns | inventory | Inventory - Returns | Other Current Assets | Inventory | one_to_one | Inventory - Returns is a specific inventory account that should be mapped to the corresponding QBO detail type. |
sage_50 | wholesale distribution company | 1200 | Supplies | inventory | Supplies | Other Current Assets | Prepaid Expenses | one_to_one | Supplies are typically classified as prepaid expenses in QBO. |
sage_50 | wholesale distribution company | 1210 | Office Supplies | inventory | Office Supplies | Other Current Assets | Prepaid Expenses | one_to_one | Office Supplies are a subset of supplies and should be mapped to the same category as general supplies. |
sage_50 | wholesale distribution company | 1220 | Store Supplies | inventory | Store Supplies | Other Current Assets | Prepaid Expenses | one_to_one | Store Supplies are a subset of supplies and should be mapped to the same category as general supplies. |
sage_50 | wholesale distribution company | 2020 | Accrued Rent | accrued expenses | Accrued Rent | Other Current Liabilities | Other Current Liabilities | one_to_one | Accrued Rent is a specific liability that should be mapped to the appropriate QBO detail type. |
sage_50 | wholesale distribution company | 2040 | Accrued Interest | accrued expenses | Accrued Interest | Other Current Liabilities | Other Current Liabilities | one_to_one | Accrued Interest is a specific liability that should be mapped to the appropriate QBO detail type. |
sage_50 | wholesale distribution company | 2050 | Accrued Misc | accrued expenses | Accrued Miscellaneous Expenses | Other Current Liabilities | Other Current Liabilities | one_to_one | Accrued Misc is a catch-all for miscellaneous accrued expenses and should be mapped to the appropriate QBO detail type. |
sage_50 | wholesale distribution company | 2070 | Accrued Credit Card Fees | accrued expenses | Accrued Credit Card Fees | Other Current Liabilities | Other Current Liabilities | one_to_one | Accrued Credit Card Fees is a specific liability that should be mapped to the appropriate QBO detail type. |
sage_50 | wholesale distribution company | 2100 | Notes Payable | notes payable | Notes Payable - Long Term Liabilities | Long Term Liabilities | Notes Payable | one_to_one | This account represents long-term liabilities and maps directly to the Notes Payable detail type under Long Term Liabilities. |
sage_50 | wholesale distribution company | 2110 | Notes Payable - 60 Day | notes payable | Notes Payable - 60 Day | Long Term Liabilities | Notes Payable | one_to_one | This account represents a short-term liability with a specific term and maps directly to the Notes Payable detail type under Long Term Liabilities. |
sage_50 | wholesale distribution company | 2120 | Notes Payable - 90 Day | notes payable | Notes Payable - 90 Day | Long Term Liabilities | Notes Payable | one_to_one | This account represents a short-term liability with a specific term and maps directly to the Notes Payable detail type under Long Term Liabilities. |
sage_50 | wholesale distribution company | 2130 | Notes Payable - 180 Day | notes payable | Notes Payable - 180 Day | Long Term Liabilities | Notes Payable | one_to_one | This account represents a short-term liability with a specific term and maps directly to the Notes Payable detail type under Long Term Liabilities. |
sage_50 | wholesale distribution company | 2140 | Notes Payable - 365 Day | notes payable | Notes Payable - 365 Day | Long Term Liabilities | Notes Payable | one_to_one | This account represents a short-term liability with a specific term and maps directly to the Notes Payable detail type under Long Term Liabilities. |
sage_50 | wholesale distribution company | 2150 | Notes Payable - Other | notes payable | Notes Payable - Other | Long Term Liabilities | Notes Payable | one_to_one | This account represents other short-term liabilities and maps directly to the Notes Payable detail type under Long Term Liabilities. |
sage_50 | wholesale distribution company | 3030 | Retained Earnings - Dividends | retained earnings | Retained Earnings - Dividends | Equity | Retained Earnings | one_to_one | This account represents retained earnings related to dividends and maps directly to the Retained Earnings detail type under Equity. |
sage_50 | wholesale distribution company | 3040 | Retained Earnings - Misc | retained earnings | Retained Earnings - Misc | Equity | Retained Earnings | one_to_one | This account represents miscellaneous retained earnings and maps directly to the Retained Earnings detail type under Equity. |
sage_50 | wholesale distribution company | 4010 | Sales - Domestic | sales | Sales - Domestic | Income | Sales of Product Income | one_to_one | Direct mapping to sales income category with specific product line. |
sage_50 | wholesale distribution company | 4020 | Sales - International | sales | Sales - International | Income | Sales of Product Income | one_to_one | Direct mapping to sales income category with specific geographic region. |
sage_50 | wholesale distribution company | 4030 | Sales - Returns | sales | Sales - Returns | Income | Discounts/Refunds Given | one_to_one | Returns are typically treated as discounts/refunds in income. |
sage_50 | wholesale distribution company | 5010 | COGS - Domestic | cost of sales | COGS - Domestic | Cost of Goods Sold | Supplies & Materials - COGS | one_to_one | Domestic COGS mapped to supplies and materials as a primary cost category. |
sage_50 | wholesale distribution company | 5020 | COGS - International | cost of sales | COGS - International | Cost of Goods Sold | Other Costs of Sales - COS | one_to_one | International COGS mapped to 'Other Costs of Sales - COS' as a generic category. |
sage_50 | wholesale distribution company | 6030 | General Expense - Meals | general expense | General Expense - Meals | Expenses | Meals and Entertainment | one_to_one | Meals and Entertainment is a standard expense category in QBO. |
sage_50 | wholesale distribution company | 6060 | General Expense - Repairs | general expense | General Expense - Repairs | Expenses | Repair & Maintenance | one_to_one | Repairs and Maintenance is a standard expense category in QBO. |
sage_50 | wholesale distribution company | 6070 | General Expense - Marketing | general expense | General Expense - Marketing | Expenses | Advertising/Promotional | one_to_one | Marketing expenses are typically classified under Advertising/Promotional in QBO. |
quickbooks_desktop | dental practice with 3 locations | 1001 | Cash - Downtown Location | bank | Cash - Downtown Location | Bank | Checking | one_to_one | Preserving location-specific cash accounts for accurate tracking. |
quickbooks_desktop | dental practice with 3 locations | 1002 | Cash - Suburban Location | bank | Cash - Suburban Location | Bank | Checking | one_to_one | Preserving location-specific cash accounts for accurate tracking. |
quickbooks_desktop | dental practice with 3 locations | 1010 | Checking - Main Office | bank | Checking - Main Office | Bank | Checking | one_to_one | Duplicate of 'Cash - Main Office'—consolidate to maintain clarity. |
quickbooks_desktop | dental practice with 3 locations | 1011 | Checking - Downtown Location | bank | Checking - Downtown Location | Bank | Checking | one_to_one | Duplicate of 'Cash - Downtown Location'—consolidate to maintain clarity. |
quickbooks_desktop | dental practice with 3 locations | 1012 | Checking - Suburban Location | bank | Checking - Suburban Location | Bank | Checking | one_to_one | Duplicate of 'Cash - Suburban Location'—consolidate to maintain clarity. |
quickbooks_desktop | dental practice with 3 locations | 1050 | Accum Depr - Equipment | other asset | Accum Depr - Equipment | Fixed Assets | Accumulated Depreciation | one_to_one | Accumulated depreciation is typically classified under other long-term assets. |
quickbooks_desktop | dental practice with 3 locations | 1060 | Accum Depr - Building | other asset | Accum Depr - Building | Fixed Assets | Accumulated Depreciation | one_to_one | Accumulated depreciation is typically classified under other long-term assets. |
quickbooks_desktop | dental practice with 3 locations | 1080 | Prepaid Insurance | other current asset | Prepaid Insurance | Other Current Assets | Prepaid Expenses | one_to_one | Prepaid Insurance is a common prepaid expense item in dental practices. |
quickbooks_desktop | dental practice with 3 locations | 1090 | Miscellaneous | other current asset | Miscellaneous - Dental Practice | Other Current Assets | Other Current Assets | split | Miscellaneous is a dumping-ground account and should be split for re-categorization. |
quickbooks_desktop | dental practice with 3 locations | 1120 | Long Term Liab - Loan | long term liability | Long Term Liabilities - Loan | Long Term Liabilities | Other Long Term Liabilities | one_to_one | Loans are typically classified under Other Long Term Liabilities. |
quickbooks_desktop | dental practice with 3 locations | 1130 | Other Current Liab - Accrued Payroll | other current liability | Accrued Payroll | Other Current Liabilities | Payroll Tax Payable | one_to_one | Accrued Payroll is a common payroll liability. |
quickbooks_desktop | dental practice with 3 locations | 1140 | Other Current Liab - Deferred Revenue | other current liability | Deferred Revenue | Other Current Liabilities | Deferred Revenue | one_to_one | Deferred Revenue is a standard liability account. |
quickbooks_desktop | dental practice with 3 locations | 1200 | Equity - Owner's Capital | equity | Owner's Capital | Equity | Owner's Equity | one_to_one | Owner's Capital is a standard equity account. |
quickbooks_desktop | dental practice with 3 locations | 1210 | Equity - Retained Earnings | equity | Retained Earnings | Equity | Retained Earnings | one_to_one | Retained Earnings is a standard equity account. |
quickbooks_desktop | dental practice with 3 locations | 1220 | Equity - Other | equity | Owner Distributions | Equity | Owner Distributions | one_to_one | Consolidates equity distributions into a standard QBO equity account. |
quickbooks_desktop | dental practice with 3 locations | 2000 | Income - Dental Services | income | Service/Fee Income - Dental Services | Income | Service/Fee Income | one_to_one | Maps dental service income to QBO's standard service income category. |
quickbooks_desktop | dental practice with 3 locations | 2010 | Income - Ortho Services | income | Service/Fee Income - Ortho Services | Income | Service/Fee Income | one_to_one | Maps ortho service income to QBO's standard service income category. |
quickbooks_desktop | dental practice with 3 locations | 2020 | Income - Other | income | Other Primary Income - Other | Income | Other Primary Income | one_to_one | Maps other income to QBO's standard other primary income category. |
quickbooks_desktop | dental practice with 3 locations | 2030 | Income - Insurance Reimbursements | income | Other Primary Income - Insurance Reimbursements | Income | Other Primary Income | one_to_one | Maps insurance reimbursements to QBO's standard other primary income category. |
quickbooks_desktop | dental practice with 3 locations | 2040 | Income - Refunds | income | Discounts/Refunds Given - Refunds | Income | Discounts/Refunds Given | one_to_one | Consolidates refunds into QBO's standard discounts/refunds given category. |
quickbooks_desktop | dental practice with 3 locations | 2060 | Income - Rental Income | income | Other Primary Income - Rental Income | Income | Other Primary Income | one_to_one | Maps rental income to QBO's standard other primary income category. |
quickbooks_desktop | dental practice with 3 locations | 3000 | COGS - Dental Services | cost of goods sold | Cost of Labor - COS - Dental Services | Cost of Goods Sold | Cost of Labor - COS | one_to_one | Maps dental service COGS to QBO's standard labor cost of goods sold category. |
quickbooks_desktop | dental practice with 3 locations | 3010 | COGS - Ortho Services | cost of goods sold | Cost of Labor - COS - Ortho Services | Cost of Goods Sold | Cost of Labor - COS | one_to_one | Maps ortho service COGS to QBO's standard labor cost of goods sold category. |
quickbooks_desktop | dental practice with 3 locations | 3020 | COGS - Supplies | cost of goods sold | Supplies & Materials - COGS - Supplies | Cost of Goods Sold | Supplies & Materials - COGS | one_to_one | Maps supplies COGS to QBO's standard supplies cost of goods sold category. |
quickbooks_desktop | dental practice with 3 locations | 3030 | COGS - Other | cost of goods sold | Other Costs of Sales - COS - Other | Cost of Goods Sold | Other Costs of Sales - COS | one_to_one | Maps other COGS to QBO's standard other cost of sales category. |
quickbooks_desktop | dental practice with 3 locations | 4000 | Expenses - Salaries | expense | Salaries Expense | Expenses | Payroll Expenses | one_to_one | Salaries are a standard payroll expense category in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4010 | Expenses - Benefits | expense | Benefits Expense | Expenses | Payroll Expenses | one_to_one | Benefits are typically grouped under payroll expenses in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4020 | Expenses - Rent | expense | Rent Expense | Expenses | Rent or Lease of Buildings | one_to_one | Rent is a standard expense category in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4030 | Expenses - Utilities | expense | Utilities Expense | Expenses | Utilities | one_to_one | Utilities are a standard expense category in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4040 | Expenses - Marketing | expense | Marketing Expense | Expenses | Advertising/Promotional | one_to_one | Marketing is typically categorized under advertising/promotional expenses in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4050 | Expenses - Advertising | expense | Advertising Expense | Expenses | Advertising/Promotional | one_to_one | Advertising and Marketing are similar; consolidate under 'Advertising Expense'. |
quickbooks_desktop | dental practice with 3 locations | 4060 | Expenses - Office Supplies | expense | Office Supplies Expense | Expenses | Supplies & Materials | one_to_one | Office supplies are a standard expense category in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4080 | Expenses - Insurance | expense | Insurance Expense | Expenses | Insurance | one_to_one | Insurance is a standard expense category in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4090 | Expenses - Repairs | expense | Repairs and Maintenance Expense | Expenses | Repair & Maintenance | one_to_one | Repairs are typically grouped under repair and maintenance expenses in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4120 | Expenses - Interest Expense | expense | Interest Expense | Expenses | Bank Charges | one_to_one | Interest expense is typically categorized under bank charges in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4130 | Expenses - Tax Expense | expense | Taxes Paid | Expenses | Taxes Paid | one_to_one | Tax expense aligns with the 'Taxes Paid' category in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4140 | Expenses - Consulting | expense | Consulting Fees | Expenses | Legal & Professional Fees | one_to_one | Consulting fees fall under legal and professional fees in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4150 | Expenses - Legal Fees | expense | Legal Fees | Expenses | Legal & Professional Fees | one_to_one | Legal fees are a subset of legal and professional fees; consolidate with 'Expenses - Consulting'. |
quickbooks_desktop | dental practice with 3 locations | 4160 | Expenses - Travel | expense | Travel | Expenses | Travel | one_to_one | Travel expenses map directly to the 'Travel' category in QBO. |
quickbooks_desktop | dental practice with 3 locations | 4170 | Expenses - Software | expense | Software | Expenses | Office/General Administrative Expenses | one_to_one | Software expenses are typically categorized under general administrative expenses. |
quickbooks_desktop | dental practice with 3 locations | 4180 | Expenses - Office Supplies | expense | Office Supplies | Expenses | Supplies & Materials | one_to_one | Office supplies align with the 'Supplies & Materials' category in QBO. |
quickbooks_desktop | dental practice with 3 locations | 5000 | Income - Dental Services | income | Dental Services | Income | Service/Fee Income | one_to_one | Dental services are a service income category in QBO. |
quickbooks_desktop | dental practice with 3 locations | 5010 | Income - Ortho Services | income | Orthodontic Services | Income | Service/Fee Income | one_to_one | Ortho services are a service income category in QBO. |
quickbooks_desktop | dental practice with 3 locations | 5040 | Income - Refunds | income | Discounts/Refunds Given | Income | Discounts/Refunds Given | one_to_one | Refunds are typically categorized under discounts/refunds given in QBO. |
quickbooks_desktop | dental practice with 3 locations | 5050 | Income - Interest Income | income | Interest Earned | Other Income | Interest Earned | one_to_one | Interest income is a standard category under Other Income in QBO. |
quickbooks_desktop | dental practice with 3 locations | 5060 | Income - Rental Income | income | Other Primary Income | Income | Other Primary Income | one_to_one | Rental income is often classified as other primary income in QBO. |
quickbooks_desktop | dental practice with 3 locations | 6000 | Expenses - Salaries | expense | Payroll Expenses | Expenses | Payroll Expenses | merge | Salaries are a standard payroll expense category in QBO. |
quickbooks_desktop | dental practice with 3 locations | 6010 | Expenses - Benefits | expense | Payroll Expenses | Expenses | Payroll Expenses | merge | Benefits are often merged into payroll expenses in QBO. |
quickbooks_desktop | dental practice with 3 locations | 6020 | Expenses - Rent | expense | Rent or Lease of Buildings | Expenses | Rent or Lease of Buildings | one_to_one | Rent is a standard category under rent or lease of buildings in QBO. |
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