Multiple Product Mapping

On the Acodei default setup, all sales are mapped to a single income category in QuickBooks (Basic Product Mapping). However, suppose you wish to categorize your income across multiple accounts for better visibility on your Profit and Loss statement (for example, view the difference in sales between Merchandise and Tickets). In that case, you'll need to employ multiple product mapping.

Why Use Multiple Product Mapping?

Multiple Product Mapping allows you to break down your income into different categories on your Profit and Loss Statement.

For companies selling physical goods or courses, you can track specific sales of products and track the revenue from those sales accordingly. For SaaS companies, you can track subscription revenue broken out by tier and plan. It is a robust feature set that allows you to add significant detail to your financial reporting.

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Important

Using this feature may require revisiting and modifying your mapping when adding new products or adjusting existing ones.

How to Enable Multiple Product Mapping

To activate this premium feature of Acodei, follow these instructions:

1. Go to your Acodei Dashboard and navigate to the Account Mapping module
2. Scroll down to the Premium Features section
3. Click on Show, next to Multiple Product Mapping
4. Scroll further down to the Multiple Product Mapping section, which is now enabled, and select Yes
5. Click on the blue +Add Product button to begin setting it up

You can see this process below:

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Note

All products mapped will be evaluated from top to bottom on our Multiple Product Mapping list.

Managing Products in QuickBooks Online

To implement multiple product mapping in QuickBooks, it's essential to understand QuickBooks Products. Product mapping is necessary for creating Sales Receipts and Invoices.

To create a new product, follow these instructions.

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Note

For US-based companies, ensure the product is nontaxable, as sales tax is handled elsewhere.

Your product mapping may resemble the image provided below.

Different Ways to Map Products

Currently, in Acodei, there are six different methods for mapping products. We list them below, along with a brief description.

Description Indicator

To match a product in QuickBooks, use the description field in Stripe transactions. This field is mapped on the charge, payment intent, and subscription webhooks. The field is configured through code or by a third-party app connected to Stripe. If yours is blank or has default text (Payment for Invoice, Subscription Update, and
Subscription Creation), work with your developer or a third-party app to fill the field with a successful charge.

We parse the mapping list from top to bottom for all product mapping. So, make sure you list your items accordingly. With this in mind, Description mapping is not recommended for complex mapping with many products because text-based matching has limitations and can be error-prone.

Example on the Stripe Dashboard:

Example on the Acodei Dashboard:

Transaction Value

Utilize the transaction value mapping in special cases where you want to match products that consistently have the same value. For instance, if you have three tiers of transactions - a $9 tier, a $19 tier, and a $29 tier - you can assign each of these unique values to a specific product and income account. Generally, this mapping type should only be used if you have a small number of products with values you plan to keep the same.

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Warning

This type of mapping should only be used if you have a small number of products with values you don't plan to change.

Stripe Product Mapping to QuickBooks with Pricing Tier

If you have a single product with multiple prices in Stripe, use Stripe Product Mapping to QuickBooks with Pricing Tier. For instance, if you offer both a monthly Premium plan and an annual Premium plan, you can configure your mapping as shown in the image below.

Stripe Product Mapping to QuickBooks with no Pricing Tier

If you want to create a 1-1 mapping between products in Stripe and QuickBooks, use Stripe Product Mapping to QuickBooks with no Pricing Tier. This method offers the most precise product mapping and is less likely to result in errors. However, it requires you to stay updated on new product offerings and modifications.

Stripe Metadata Mapping

Typically, with assistance from a developer, you can create Stripe metadata on charges similar to the example shown in the image below.

With the Stripe Metadata Mapping option, you can link Keys (the value on the left) and Values (the value on the right) to specify the QuickBooks product you want to map. This can be useful in various situations, particularly when combining multiple elements requires a more intricate connection than what description mapping can offer alone.

Stripe Account Mapping

If you have multiple Stripe accounts connected, you can choose to map transactions based on which Stripe account they come from. For instance, if you have two Stripe accounts - Stripe account A and Stripe account B - you can assign all transactions from Stripe account A to a Consulting product, and all transactions from Stripe account B to the Merchandise product.