The goal of this workflow is simple: map every account in each subsidiary's chart of accounts (COA) to an account in your parent company's COA.


Your subsidiary COAs don't need to match each other or the parent — JustConsolidate handles each mapping separately. Once your COAs are mapped, you typically won't need to return to this workflow except to map new accounts added over time or to adjust mappings for a new reporting structure.



Three ways to map accounts

COAs vary widely across businesses — there's no universal structure. To give you flexibility, JustConsolidate offers three mapping methods:

  1. Auto-mapping — The system suggests matches based on account name similarity
  2. Manual mapping — You map accounts one at a time (or in bulk) within the app
  3. Spreadsheet mapping — Export a template, complete mappings in Excel, and re-import

We recommend starting with auto-mapping, then cleaning up the rest manually.


Before you start: the COA Mapping Dashboard

The mapping dashboard is your landing page. It lists each subsidiary with a count of total accounts and how many remain unmapped.


What you need to map:

  • All currently active accounts
  • Inactive accounts that had a balance in the past

What you don't need to map:

  • Inactive accounts that never had a balance — these are filtered out automatically


To identify which inactive accounts had a historical balance, click the green refresh icon next to the company. JustConsolidate will scan every accounting period in that company for transactions in each inactive account. This may take up to a minute depending on the size and age of the company's data.




When you're ready to map, click Modify Mapping next to the subsidiary you want to work on

Step 1: Auto-mapping

Auto-mapping quickly knocks out the easy matches and reduces how many accounts you'll need to map manually. Work through it in three passes:

  1. Exact match — Matching accounts highlight in green. Deselect any you don't want to map, then click Save.
  2. 80%+ match — Review the suggested matches, deselect any you disagree with, and click Save.
  3. 50%+ match — Review more loosely matched suggestions. Select or deselect as appropriate, then click Save.

Step 2: Manual mapping

Remaining unmapped accounts will still appear in the subsidiary table. To map them manually:

  1. Select an account in the subsidiary table. The parent COA list will automatically re-sort by best match.
  2. Click Map next to the desired account in the parent table.

Tip: You can multi-select accounts within the same broad account type in the subsidiary table and map them all to a single parent account in one click.


Alternative: Spreadsheet mapping

If you'd rather work in Excel than in the app:

  1. Export the mapping template.
  2. Open the downloaded file and follow the instructions in the workbook.
  3. Save the file and import it back into JustConsolidate.

Your mappings will update automatically upon import.



Other features (if needed)

Refresh COA lists — If you make changes to any account in QBO while JustConsolidate is open, click this to pull the latest COAs from your QBO companies so the updates are available for mapping.


Purge Mappings — Erases all saved COA mappings for the selected subsidiary, letting you start from scratch.


Download All COA Mappings — From the dashboard, click Download COA Mappings to export a view-only Excel report. It's formatted as a pivot table showing how each subsidiary's full COA maps to the parent.