Where is the Account Name field in Product Catalog 2.0

Modified on: Tue, 22 Mar, 2022 at 3:29 PM

Scope

Where is the Account Name field in Product Catalog 2.0


Summary

The Accounting Information option has to be enabled from Billing LogIQ to display under plan level.

 

Solution

The Accounting Information section helps Chargebee sync up with any accounting applications that you integrate with, like Xero and QuickBooks. Each of the accounting fields captures information that helps track product-specific sales/revenue from an accounting perspective. This option has to be enabled from Billing LogIQ to display under plan level.

  • SKU: Store Keeping Unit or SKU is a name used to identify a product/service in inventory management or accounting systems. You can use this as an alternative name for your plan and it will be used as the Product Name in the accounting system.

  • Accounting code: This field captures your Accounting systems' General Ledger Account code/name. When product information is synced to the Accounting system, the product-specific information will be synced with this account as captured here. This is a mandatory field. You cannot proceed with accounting integration if this field is left blank.

  • Accounting category: The Accounting Category captures product-specific additional metadata or categorization for reporting purposes in the accounting systems (such as regions you are selling to or branches you are selling from). It should be entered in a specific format. E.g. 'Region: Northern'

On PC 1.0 & PC 2.0 this option is disabled by default. You need to enable this from Settings > Configure Chargebee > Billing LogIQ >  Enable Accounting Fields for integration

 


 

 


 

This field captures your Accounting systems' General Ledger Account code/name. When product information is synced to the Accounting system, the product-specific information will be synced with this account as captured here. This is a mandatory field. You cannot proceed with accounting integration if this field is left blank.

Click here to know about various accounting systems integrations available in Chargebee. 


If you are using QuickBooks - you can enter one category (referred to as Classes/sub-classes)

If you are using Xero - you can enter two categories, Accounting Category_1, Accounting Category_2 (referred to as Tracking categories).

For information regarding these fields in API, refer to the plans section in the API documentation.

Related Documentation:






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