Create Item Mapping Setup

Audience: Admin
Type: Reference

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 3: SmartBooks Settings

Purpose

Item Mapping Setup defines how items are linked to accounting accounts in SmartBooks.

This mapping ensures item-related transactions are recorded under the correct accounts and reflected accurately in reports.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Mapping Setup

4. Select Item Mapping

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/setting/mapping-setup

What Item Mapping Does

Item Mapping connects:

• Items used in transactions

• Accounting accounts used to record those transactions

When an item is selected in a transaction, SmartBooks uses this mapping to determine which account is affected.

Creating Item Mapping

To create or update item mapping:

1. Open Item Mapping

2. Select the Item

3. Select the Account to be used

4. Save the mapping

Once saved, the mapping is applied automatically to future item-related transactions.

Updating Item Mapping

Update item mapping when:

• New items are added

• Item-related accounts change

• Accounting structure is updated

Changes affect future records only.

Important Notes

• Item mapping applies across SmartBooks

• Incorrect mapping can affect reports and balances

• Existing transactions are not recalculated automatically

• Review mappings before using items in transactions

When to Configure This

• During initial SmartBooks setup

• Before using items in transactions

• When adding new items

Related Articles

• Mapping Setup

• Chart of Accounts

• Automatic Expense Mapping

• Inventory Receiving Voucher Mapping

End of Article