When you connect an accounting integration, Weel imports only the account types relevant for coding spend, not your full chart of accounts. This keeps your mapping list focused on categories you'd actually use for card spend, accounts payable, and reimbursements. Which types import depends on your accounting software, since each one classifies accounts differently.
How It Works
- Xero: Imports accounts across four classes so your mapping list matches how you already categorise spend in Xero.
- Included: Expense, Asset (excluding Bank and Inventory types), Liability, Revenue. Excluded: Equity, system accounts, inactive accounts.
- MYOB AccountRight: Imports the account classifications you use to code spend, filtering out the ones you don't need.
- Included: Expense, Other Expense, Asset (excluding Bank type), Cost of Sales, Liability. Excluded: Equity, Income, Other Income, header accounts, inactive accounts.
- QuickBooks: Imports account types built for expense coding, so the list stays relevant to your spend.
- Included: Cost of Goods Sold, Expense, Fixed Asset, Other Current Asset, Other Expense, Accounts Payable, Other Current Liability. Excluded: Bank, Accounts Receivable, Other Asset, Credit Card, Long Term Liability, Equity, Income, Other Income, inactive accounts.
- Bank accounts are always excluded: your bank transactions reconcile through Weel's own bank feed, not as an expense category.
- Equity and income accounts are usually excluded too: they're not something you'd typically code spend to. Xero's Revenue accounts are the one exception.
Good to know
- If an account isn't showing up, check its Type/Classification in your accounting software against the lists above. It's most likely filtered out because it falls into an excluded category.