Set up the chart of accounts

Before reports mean anything, the lodge needs one account tree.

Track

Account layer

Phase

Map once

Starts with

Unmapped accounts

Ends with

Tree linked to QuickBooks

The situation

Payments, payouts, budgets, and QuickBooks must speak the same account language.

An admin opens Accounting → Chart of Accounts.

AdminSystem

1
The admin reviews the groups and the accounts that hold activity
Admin
Groups organize reports; accounts receive activity.
2
The admin links each account to its QuickBooks account, or creates it there
Admin
This is the key moment of the journey: both systems point to the same account. This is the key moment of the journey.
3
The admin checks product categories point to the right revenue accounts
Admin
Sales split by category through them.
4
One test payment and payout confirm the mapping
System
Open the account detail to see them land.

Admin

Configures registers, partners, reminders, and integrations.

System

Automates emails, matching, reminders, and sync.

Admin

The QuickBooks account column on every account row.

Why: Link accounts quickly and see what is missing.

Map once, then let every operation land in the right account.