Adding and mapping additional nominals to my Xero or QuickBooks Integration
Overview
If you have added more nominals in your external accounts system (Xero or QuickBooks), and wish to map them to nominals in Khaos Control Cloud you need to get the nominals again and then you can map them.
Usage
Get Nominal Accounts
Fetching the nominal account information from Xero is one of the first steps you need to complete.
- Open [Accounts | Accounts Integration].
- Click on the Action button.
- Select Get Nominal & Tax Accounts.
Please Note:
This step will fetch the nominal accounts already set up in Xero and make them available to map to in Khaos Control Cloud, it will not replicate nominal accounts from Xero in Khaos Control Cloud automatically. You will need to ensure any nominal accounts you want to map to Xero are already set up in Khaos Control Cloud.
Manually Mapping Nominal Accounts
You must manually map all nominals and bank accounts you intend to use within KCC by following the below steps:
- Click the Edit button.
- Click +New on the Map your Khaos Control nominals to your Account Package nominals grid.
- Click on the drop-down next to the nominal default you wish to map and then select the Xero Nominal account you wish to map to.
- Repeat steps 2 & 3 for each nominal code to be mapped.
- Click Save Xero .
The above procedure can be viewed in this video, How to Manually Map Nominal Accounts to Xero.
ALERT:
If the following error occurs when trying to syncronise with Xero "A validation exception occurred Account code or ID must be specified" then nominal account mappings are missing within your Xero integration configuration. Any new nominal accounts you have created in KCC must also exist in Xero, and be mapped accordingly.