When your chart of accounts is connected to QuickBooks Online or NetSuite, ImpactGraph keeps your accounts in step with your accounting system. This article covers how that connection behaves day to day: how mapping works, what becomes read-only in ImpactGraph, and what you can still edit.

If you haven't connected your accounting system yet, start with Accounting Sync. That article covers setting up the connection. This one picks up afterward.

Your chart of accounts is the full set of ledger accounts your organization records transactions against. A ledger account is one account in that set (for example, Office Supplies or Grant Income). When your chart is synced, those accounts are imported from your accounting system and kept current. Accounts you create in QuickBooks Online or NetSuite flow into ImpactGraph automatically. Renames and removals sync the same way.

Your accounting system stays the source of truth for your chart's structure. You won't maintain two separate charts or reconcile them by hand.

Once your chart is synced, its structure is read-only in ImpactGraph. You add, rename, or remove accounts in your accounting system, and those changes sync automatically to ImpactGraph. When you try to make a structural change in ImpactGraph, the app shows a notice that the account is synced from your accounting system and can't be modified here.

A few fields stay editable in ImpactGraph even on a synced chart. These details don't change your chart's structure, so you can set and maintain them without touching your accounting system.

Account mapping is how your ImpactGraph accounts line up with the accounts in your accounting system. Each ledger account in ImpactGraph corresponds to an account in QuickBooks Online or NetSuite, so the two charts stay aligned and transactions land in the right place.

Because the structure comes from your accounting system, mapping mostly takes care of itself. When an account exists in QuickBooks Online or NetSuite, its match exists in ImpactGraph. You don't rebuild the relationship by hand for every account.

Note: the exact account-mapping screen in ImpactGraph hasn't been verified yet. The mapping is described here conceptually, and the in-app layout may differ.

An opening balance is the starting balance of an account as of a chosen date. It's the figure your books carry forward before ImpactGraph begins tracking new activity. Opening balances let your reports reflect where each account stood at the start, not just the transactions recorded afterward.

You can set and maintain opening balances in ImpactGraph even when your chart is synced. The opening balance is one of the fields that stays editable, alongside the account's description and account type.

I added an account in QuickBooks Online or NetSuite. Why don't I see it yet?

New accounts flow into ImpactGraph automatically once the sync runs. If a recently added account hasn't appeared, give the sync a moment to bring it across. If it still doesn't show up, check the Accounting Sync article for the state of your connection.

Where do I go to connect my chart in the first place?

Connecting your chart of accounts to QuickBooks Online or NetSuite is covered in Accounting Sync. That article walks through setting up the connection.