Datasets:

gyaanbyte
/

coa-mapping-synthetic

source_system stringclasses 2 values	industry stringclasses 9 values	source_number stringdate 1000-01-01 00:00:00 9050-01-01 00:00:00	source_name stringlengths 4 63	source_type stringclasses 24 values	target_name stringlengths 4 53	target_type stringclasses 14 values	target_detail_type stringclasses 55 values	mapping_kind stringclasses 3 values	rationale stringlengths 32 147
quickbooks_desktop	dental practice with 3 locations	1000	Cash - Main Office	bank	Cash - Main Office	Bank	Checking	one_to_one	Direct mapping to QBO's Checking account for Main Office.
quickbooks_desktop	dental practice with 3 locations	1001	Cash - South Location	bank	Cash - South Location	Bank	Checking	one_to_one	Direct mapping to QBO's Checking account for South Location.
quickbooks_desktop	dental practice with 3 locations	1002	Cash - North Location	bank	Cash - North Location	Bank	Checking	one_to_one	Direct mapping to QBO's Checking account for North Location.
quickbooks_desktop	dental practice with 3 locations	1010	Petty Cash	other current asset	Petty Cash	Other Current Assets	Undeposited Funds	one_to_one	Petty Cash is commonly mapped to Undeposited Funds in QBO.
quickbooks_desktop	dental practice with 3 locations	1120	Accounts Payyable - Misc	accounts payable	Accounts Payable - Miscellaneous	Accounts payable	Accounts Payable	one_to_one	Accounts Payable is a standard liability account; 'Misc' is retained to maintain specificity.
quickbooks_desktop	dental practice with 3 locations	1210	Accum Depr - Fixtures	other asset	Accumulated Depreciation - Fixtures	Fixed Assets	Accumulated Depreciation	one_to_one	Accumulated Depreciation is a standard account under Other Assets.
quickbooks_desktop	dental practice with 3 locations	1220	Accum Depr - Vehicles	other asset	Accumulated Depreciation - Vehicles	Fixed Assets	Accumulated Depreciation	one_to_one	Accumulated Depreciation is a standard account under Other Assets.
quickbooks_desktop	dental practice with 3 locations	1300	Other Current Asset - Supplies	other current asset	Other Current Asset - Supplies	Other Current Assets	Prepaid Expenses	one_to_one	Supplies are typically categorized as Prepaid Expenses.
quickbooks_desktop	dental practice with 3 locations	1310	Other Current Asset - Office Supplies	other current asset	Other Current Asset - Office Supplies	Other Current Assets	Prepaid Expenses	one_to_one	Office Supplies are typically categorized as Prepaid Expenses.
quickbooks_desktop	dental practice with 3 locations	1320	Other Current Asset - Cleaning Supplies	other current asset	Other Current Asset - Cleaning Supplies	Other Current Assets	Prepaid Expenses	one_to_one	Cleaning Supplies are typically categorized as Prepaid Expenses.
quickbooks_desktop	dental practice with 3 locations	1400	Other Current Liability - Accrued Payroll	other current liability	Other Current Liability - Accrued Payroll	Other Current Liabilities	Other Current Liabilities	one_to_one	Accrued Payroll is a standard liability account.
quickbooks_desktop	dental practice with 3 locations	1410	Other Current Liability - Accrued Taxes	other current liability	Other Current Liability - Accrued Taxes	Other Current Liabilities	Other Current Liabilities	one_to_one	Accrued Taxes is a standard liability account.
quickbooks_desktop	dental practice with 3 locations	1420	Other Current Liability - Accrued Insurance	other current liability	Other Current Liability - Accrued Insurance	Other Current Liabilities	Other Current Liabilities	one_to_one	Accrued Insurance is a standard liability account.
quickbooks_desktop	dental practice with 3 locations	1500	Long Term Liability - Loan	long term liability	Long Term Liability - Loan	Long Term Liabilities	Other Long Term Liabilities	one_to_one	Loans are typically categorized under Other Long Term Liabilities.
quickbooks_desktop	dental practice with 3 locations	1510	Long Term Liability - Mortgage	long term liability	Long Term Liability - Mortgage	Long Term Liabilities	Other Long Term Liabilities	one_to_one	Mortgages are typically categorized under Other Long Term Liabilities.
quickbooks_desktop	dental practice with 3 locations	1520	Long Term Liability - Other	long term liability	Long Term Liability - Other	Long Term Liabilities	Other Long Term Liabilities	one_to_one	Direct mapping to QBO's 'Other Long Term Liabilities' category.
quickbooks_desktop	dental practice with 3 locations	3000	Income - Dental Services	income	Income - Dental Services	Income	Service/Fee Income	one_to_one	Direct mapping to QBO's 'Service/Fee Income' category.
quickbooks_desktop	dental practice with 3 locations	3010	Income - Orthodontic Services	income	Income - Orthodontic Services	Income	Service/Fee Income	one_to_one	Direct mapping to QBO's 'Service/Fee Income' category.
quickbooks_desktop	dental practice with 3 locations	3200	Income - Refunds Received	income	Income - Refunds Received	Income	Other Primary Income	one_to_one	Direct mapping to QBO's 'Other Primary Income' category.
quickbooks_desktop	dental practice with 3 locations	4000	COGS - Dental Services	cost of goods sold	COGS - Dental Services	Cost of Goods Sold	Cost of Labor - COS	one_to_one	Direct mapping to QBO's 'Cost of Labor - COS' category.
quickbooks_desktop	dental practice with 3 locations	4010	COGS - Orthodontic Services	cost of goods sold	COGS - Orthodontic Services	Cost of Goods Sold	Cost of Labor - COS	one_to_one	Direct mapping to QBO's 'Cost of Labor - COS' category.
quickbooks_desktop	dental practice with 3 locations	4020	COGS - Other Services	cost of goods sold	COGS - Other Services	Cost of Goods Sold	Cost of Labor - COS	one_to_one	Direct mapping to QBO's 'Cost of Labor - COS' category.
quickbooks_desktop	dental practice with 3 locations	5000	Expense - Salaries	expense	Salaries - Dental Practice	Expenses	Payroll Expenses	one_to_one	Maps to payroll expenses for dental staff, preserving the source's specificity.
quickbooks_desktop	dental practice with 3 locations	5010	Expense - Wages	expense	Wages - Dental Practice	Expenses	Payroll Expenses	one_to_one	Wages and Salaries are often combined in payroll expenses; merge to maintain consistency.
quickbooks_desktop	dental practice with 3 locations	5020	Expense - Benefits	expense	Benefits - Dental Practice	Expenses	Payroll Expenses	one_to_one	Benefits are typically part of payroll expenses; keep as a separate line item for clarity.
quickbooks_desktop	dental practice with 3 locations	5100	Expense - Rent	expense	Rent - Dental Practice	Expenses	Rent or Lease of Buildings	one_to_one	Maps directly to rent expense category in QBO.
quickbooks_desktop	dental practice with 3 locations	5110	Expense - Office Rent	expense	Office Rent - Dental Practice	Expenses	Rent or Lease of Buildings	one_to_one	Office Rent is a subset of Rent; merge to maintain consistency with general rent category.
quickbooks_desktop	dental practice with 3 locations	5120	Expense - Lease Payments	expense	Lease Payments - Dental Practice	Expenses	Rent or Lease of Buildings	one_to_one	Lease Payments are a specific type of rent expense; map directly to the relevant category.
quickbooks_desktop	dental practice with 3 locations	5200	Expense - Utilities	expense	Utilities - Dental Practice	Expenses	Utilities	one_to_one	Utilities are a standard expense category; maps directly to the relevant detail type.
quickbooks_desktop	dental practice with 3 locations	5210	Expense - Electricity	expense	Electricity - Dental Practice	Expenses	Utilities	one_to_one	Electricity is a subset of utilities; merge to maintain consistency with the general utilities category.
quickbooks_desktop	dental practice with 3 locations	5220	Expense - Water	expense	Water - Dental Practice	Expenses	Utilities	one_to_one	Water is a subset of utilities; merge to maintain consistency with the general utilities category.
quickbooks_desktop	dental practice with 3 locations	5300	Expense - Marketing	expense	Marketing - Dental Practice	Expenses	Advertising/Promotional	one_to_one	Marketing is a subset of advertising/promotional expenses; maps directly to the relevant detail type.
quickbooks_desktop	dental practice with 3 locations	5310	Expense - Advertising	expense	Advertising - Dental Practice	Expenses	Advertising/Promotional	one_to_one	Advertising is a subset of marketing expenses; merge to maintain consistency with the general advertising category.
quickbooks_desktop	dental practice with 3 locations	5320	Expense - Direct Mail	expense	Direct Mail - Dental Practice	Expenses	Advertising/Promotional	one_to_one	Direct Mail is a subset of advertising/promotional expenses; merge to maintain consistency with the general advertising category.
quickbooks_desktop	dental practice with 3 locations	5400	Expense - Supplies	expense	Supplies - Dental Office	Expenses	Supplies & Materials	one_to_one	Maps to general supplies expense; retains specificity for dental practice needs.
quickbooks_desktop	dental practice with 3 locations	5410	Expense - Office Supplies	expense	Office Supplies - Dental Office	Expenses	Supplies & Materials	one_to_one	Specific to office supplies; aligns with QBO's Supplies & Materials category.
quickbooks_desktop	dental practice with 3 locations	5420	Expense - Cleaning Supplies	expense	Cleaning Supplies - Dental Office	Expenses	Supplies & Materials	one_to_one	Maps to cleaning supplies expense; retains specificity for dental practice needs.
quickbooks_desktop	dental practice with 3 locations	5500	Expense - Insurance	expense	Insurance - Dental Office	Expenses	Insurance	one_to_one	Maps to general insurance expense; aligns with QBO's Insurance category.
quickbooks_desktop	dental practice with 3 locations	5510	Expense - General Liability	expense	General Liability Insurance - Dental Office	Expenses	Insurance	one_to_one	Specific to general liability insurance; retains specificity for dental practice needs.
quickbooks_desktop	dental practice with 3 locations	5520	Expense - Workers Comp	expense	Workers Compensation Insurance - Dental Office	Expenses	Insurance	one_to_one	Maps to workers' compensation insurance expense; retains specificity for dental practice needs.
quickbooks_desktop	dental practice with 3 locations	5600	Expense - Taxes	expense	Taxes - Dental Office	Expenses	Taxes Paid	one_to_one	Maps to general taxes expense; aligns with QBO's Taxes Paid category.
quickbooks_desktop	dental practice with 3 locations	5610	Expense - Federal Taxes	expense	Federal Taxes - Dental Office	Expenses	Taxes Paid	one_to_one	Specific to federal taxes; retains specificity for dental practice needs.
quickbooks_desktop	dental practice with 3 locations	5620	Expense - State Taxes	expense	State Taxes - Dental Office	Expenses	Taxes Paid	one_to_one	Specific to state taxes; retains specificity for dental practice needs.
quickbooks_desktop	dental practice with 3 locations	7200	Income - Other Income	income	Other Miscellaneous Income - Dental Practice	Other Income	Other Miscellaneous Income	one_to_one	Maps to the 'Other Miscellaneous Income' category in QBO, preserving the practice's specific income stream.
quickbooks_desktop	dental practice with 3 locations	7300	Income - Insurance Reimbursements	income	Other Miscellaneous Income - Insurance Reimbursements	Other Income	Other Miscellaneous Income	one_to_one	Maps to the 'Other Miscellaneous Income' category in QBO, specifically for insurance reimbursements.
quickbooks_desktop	residential construction contractor	1000	Cash in Bank	bank	Cash in Bank - Main Office	Bank	Checking	one_to_one	Preserves the specific location and account type for cash management.
quickbooks_desktop	residential construction contractor	1005	Checking A/C	bank	Checking A/C - Main Office	Bank	Checking	one_to_one	Maintains the specific checking account for operational cash flow.
quickbooks_desktop	residential construction contractor	1010	Savings A/C	bank	Savings A/C - Main Office	Bank	Savings	one_to_one	Retains the savings account for liquidity management.
quickbooks_desktop	residential construction contractor	1015	Money Market	bank	Money Market - Main Office	Bank	Money Market	one_to_one	Keeps the money market account for short-term investments.
quickbooks_desktop	residential construction contractor	1020	Credit Card	credit card	Credit Card - Main Office	Credit Card	Credit Card	merge	Consolidates all credit card accounts into one for reporting.
quickbooks_desktop	residential construction contractor	1025	Visa Card	credit card	Credit Card - Main Office	Credit Card	Credit Card	merge	Visa Card is a specific type of credit card, merged into the general credit card account.
quickbooks_desktop	residential construction contractor	1030	MasterCard	credit card	Credit Card - Main Office	Credit Card	Credit Card	merge	MasterCard is a specific type of credit card, merged into the general credit card account.
quickbooks_desktop	residential construction contractor	1035	Other Credit Cards	credit card	Credit Card - Main Office	Credit Card	Credit Card	merge	Other Credit Cards are specific types, merged into the general credit card account.
quickbooks_desktop	family restaurant with catering	2020	Credit Card Payables	other current liability	Credit Card Payables	Other Current Liabilities	Other Current Liabilities	one_to_one	Directly maps to the QBO 'Other Current Liabilities' category.
quickbooks_desktop	family restaurant with catering	2030	Loan Payables	long term liability	Loan Payables	Long Term Liabilities	Other Long Term Liabilities	one_to_one	Mapped to 'Other Long Term Liabilities' as it represents a long-term liability.
quickbooks_desktop	family restaurant with catering	2040	Employee Wages Payable	other current liability	Employee Wages Payable	Other Current Liabilities	Other Current Liabilities	one_to_one	Matches the 'Other Current Liabilities' category for payroll obligations.
quickbooks_desktop	family restaurant with catering	2050	Tax Payables	other current liability	Tax Payables	Other Current Liabilities	Other Current Liabilities	one_to_one	Mapped to 'Other Current Liabilities' as it represents a current tax liability.
quickbooks_desktop	family restaurant with catering	3010	Owner's Draw	equity	Owner's Draw	Equity	Owner's Equity	one_to_one	Mapped to 'Owner's Equity' as it represents a reduction in equity.
quickbooks_desktop	family restaurant with catering	3030	Ask My Accountant	other current asset	Ask My Accountant	Other Current Assets	Other Current Assets	one_to_one	Mapped to 'Other Current Assets' as it is a miscellaneous current asset.
quickbooks_desktop	family restaurant with catering	4000	Sales Revenue	income	Sales - Overall	Income	Other Primary Income	split	Combines all revenue streams into a single 'Sales - Overall' account for reporting purposes.
quickbooks_desktop	family restaurant with catering	4010	Catering Revenue	income	Sales - Catering	Income	Other Primary Income	split	Mapped to 'Sales - Catering' as it is a distinct revenue stream.
quickbooks_desktop	family restaurant with catering	4020	Dining Revenue	income	Sales - Dining	Income	Other Primary Income	split	Mapped to 'Sales - Dining' as it is a distinct revenue stream.
quickbooks_desktop	family restaurant with catering	4030	Event Rental Revenue	income	Sales - Event Rentals	Income	Other Primary Income	split	Mapped to 'Sales - Event Rentals' as it is a distinct revenue stream.
quickbooks_desktop	family restaurant with catering	4040	Miscellaneous Income	other income	Miscellaneous Income	Other Income	Other Miscellaneous Income	one_to_one	Direct mapping to QBO's 'Other Miscellaneous Income' category.
quickbooks_desktop	family restaurant with catering	5000	Cost of Goods Sold	cost of goods sold	Cost of Goods Sold - Total	Cost of Goods Sold	Other Costs of Sales - COS	split	This is a dumping ground account; historical data must be re-categorized into specific cost categories.
quickbooks_desktop	family restaurant with catering	5010	Food Cost	cost of goods sold	Food Cost - Restaurant	Cost of Goods Sold	Supplies & Materials - COGS	one_to_one	Direct mapping to QBO's 'Supplies & Materials - COGS' category for food costs.
quickbooks_desktop	family restaurant with catering	5020	Beverage Cost	cost of goods sold	Beverage Cost - Restaurant	Cost of Goods Sold	Supplies & Materials - COGS	one_to_one	Direct mapping to QBO's 'Supplies & Materials - COGS' category for beverage costs.
quickbooks_desktop	family restaurant with catering	5030	Labor Cost	cost of goods sold	Labor Cost - Restaurant	Cost of Goods Sold	Cost of Labor - COS	one_to_one	Direct mapping to QBO's 'Cost of Labor - COS' category.
quickbooks_desktop	family restaurant with catering	5040	Supplies Cost	cost of goods sold	Supplies Cost - Restaurant	Cost of Goods Sold	Supplies & Materials - COGS	one_to_one	Direct mapping to QBO's 'Supplies & Materials - COGS' category.
quickbooks_desktop	family restaurant with catering	6000	Rent Expense	expense	Rent Expense - Restaurant	Expenses	Rent or Lease of Buildings	one_to_one	Direct mapping to QBO's 'Rent or Lease of Buildings' category.
quickbooks_desktop	family restaurant with catering	6010	Utilities Expense	expense	Utilities Expense - Restaurant	Expenses	Utilities	one_to_one	Direct mapping to QBO's 'Utilities' category.
quickbooks_desktop	family restaurant with catering	6020	Insurance Expense	expense	Insurance Expense - Restaurant	Expenses	Insurance	one_to_one	Direct mapping to QBO's 'Insurance' category.
quickbooks_desktop	family restaurant with catering	6030	Marketing Expense	expense	Marketing Expense - Restaurant	Expenses	Advertising/Promotional	one_to_one	Direct mapping to QBO's 'Advertising/Promotional' category.
quickbooks_desktop	family restaurant with catering	6040	Salaries Expense	expense	Salaries Expense - Restaurant	Expenses	Payroll Expenses	one_to_one	Direct mapping to QBO's 'Payroll Expenses' category.
quickbooks_desktop	family restaurant with catering	6050	Supplies Expense	expense	Supplies Expense - Restaurant	Expenses	Supplies & Materials	one_to_one	Direct mapping to QBO's 'Supplies & Materials' category.
quickbooks_desktop	family restaurant with catering	6060	Repairs & Maintenance	expense	Repairs & Maintenance	Expenses	Repair & Maintenance	one_to_one	Directly maps to the 'Repair & Maintenance' expense category in QBO.
quickbooks_desktop	family restaurant with catering	7020	Bank Fees	expense	Bank Fees	Expenses	Bank Charges	one_to_one	Directly maps to the 'Bank Charges' expense detail type in QBO.
quickbooks_desktop	family restaurant with catering	7030	Tax Expense	expense	Tax Expense	Expenses	Taxes Paid	one_to_one	Directly maps to the 'Taxes Paid' expense detail type in QBO.
quickbooks_desktop	law firm (small partnership)	1000	Cash - Main Office	bank	Checking - Main Office	Bank	Checking	one_to_one	Maps to the main office checking account, maintaining location specificity.
quickbooks_desktop	law firm (small partnership)	1001	Checking - Law Firm	bank	Checking - Law Firm	Bank	Checking	one_to_one	Direct match to the law firm's primary checking account.
quickbooks_desktop	law firm (small partnership)	1009	Office Supplies	other current asset	Office Supplies	Other Current Assets	Prepaid Expenses	one_to_one	Office supplies are considered prepaid expenses in QBO.
quickbooks_desktop	law firm (small partnership)	1010	Office Equipment	fixed asset	Office Equipment	Fixed Assets	Furniture & Fixtures	one_to_one	Office equipment falls under furniture and fixtures in QBO.
quickbooks_desktop	law firm (small partnership)	1012	Computer Equipment	fixed asset	Computer Equipment	Fixed Assets	Machinery & Equipment	one_to_one	Directly maps to QBO's Machinery & Equipment category for fixed assets.
quickbooks_desktop	law firm (small partnership)	1016	Miscellaneous	other current asset	Miscellaneous - Law Firm	Other Current Assets	Other Current Assets	one_to_one	Preserves the distinction of being a law firm account under Miscellaneous.
quickbooks_desktop	law firm (small partnership)	1017	Ask My Accountant	other current asset	Ask My Accountant - Law Firm	Other Current Assets	Other Current Assets	one_to_one	Preserves the law firm context for this miscellaneous account.
quickbooks_desktop	law firm (small partnership)	3001	Owner's Equity - Drawings	equity	Owner's Equity - Drawings	Equity	Owner Distributions	one_to_one	Maps to the standard 'Owner Distributions' equity category in QBO.
quickbooks_desktop	law firm (small partnership)	3002	Owner's Equity - Capital	equity	Owner's Equity - Capital	Equity	Partner's Equity	one_to_one	Maps to the standard 'Partner's Equity' equity category in QBO.
quickbooks_desktop	law firm (small partnership)	3003	Owner's Equity - Profit	equity	Owner's Equity - Profit	Equity	Retained Earnings	one_to_one	Maps to the standard 'Retained Earnings' equity category in QBO.
quickbooks_desktop	law firm (small partnership)	3004	Owner's Equity - Loss	equity	Owner's Equity - Loss	Equity	Retained Earnings	one_to_one	Maps to the standard 'Retained Earnings' equity category in QBO, with loss treated as a reduction.
quickbooks_desktop	law firm (small partnership)	3005	Owner's Equity - Capital - Past Due	equity	Owner's Equity - Capital - Past Due	Equity	Partner's Equity	one_to_one	Maps to the standard 'Partner's Equity' equity category in QBO, with a note for past due amounts.
quickbooks_desktop	law firm (small partnership)	3006	Owner's Equity - Drawings - Past Due	equity	Owner's Equity - Drawings - Past Due	Equity	Owner Distributions	one_to_one	Maps to the standard 'Owner Distributions' equity category in QBO, with a note for past due amounts.
quickbooks_desktop	law firm (small partnership)	3007	Owner's Equity - Profit - Past Due	equity	Owner's Equity - Profit - Past Due	Equity	Retained Earnings	one_to_one	Maps to the standard 'Retained Earnings' equity category in QBO, with a note for past due amounts.
quickbooks_desktop	law firm (small partnership)	3008	Owner's Equity - Loss - Past Due	equity	Owner's Equity - Loss - Past Due	Equity	Retained Earnings	one_to_one	Maps to the standard 'Retained Earnings' equity category in QBO, with a note for past due amounts.
quickbooks_desktop	law firm (small partnership)	3009	Owner's Equity - Capital - Unpaid	equity	Owner's Equity - Capital - Unpaid	Equity	Partner's Equity	one_to_one	Maps to the standard 'Partner's Equity' equity category in QBO, with a note for unpaid amounts.
quickbooks_desktop	law firm (small partnership)	3010	Owner's Equity - Drawings - Unpaid	equity	Owner's Equity - Drawings - Unpaid	Equity	Owner Distributions	one_to_one	Maps to the standard 'Owner Distributions' equity category in QBO, with a note for unpaid amounts.
quickbooks_desktop	law firm (small partnership)	3011	Owner's Equity - Profit - Unpaid	equity	Owner's Equity - Profit - Unpaid	Equity	Retained Earnings	one_to_one	Maps to the standard 'Retained Earnings' equity category in QBO, with a note for unpaid amounts.
quickbooks_desktop	law firm (small partnership)	3012	Owner's Equity - Loss - Unpaid	equity	Owner's Equity - Loss - Unpaid	Equity	Retained Earnings	one_to_one	Maps to the standard 'Retained Earnings' equity category in QBO, with a note for unpaid amounts.
quickbooks_desktop	law firm (small partnership)	4000	Legal Services Revenue	income	Legal Services Revenue	Income	Service/Fee Income	one_to_one	Standard service revenue account, aligns directly with QBO's Service/Fee Income category.
quickbooks_desktop	law firm (small partnership)	4001	Legal Services Revenue - Past Due	income	Legal Services Revenue - Past Due	Income	Service/Fee Income	one_to_one	Tracks revenue that is past due, consistent with QBO's Service/Fee Income category.
quickbooks_desktop	law firm (small partnership)	4002	Legal Services Revenue - Unbilled	income	Legal Services Revenue - Unbilled	Income	Service/Fee Income	one_to_one	Tracks unbilled revenue, consistent with QBO's Service/Fee Income category.

End of preview. Expand in Data Studio

Chart-of-Accounts Mapping — Synthetic Dataset (v1)

The first open dataset for chart-of-accounts (COA) mapping: pairing ledger accounts from a source accounting system (QuickBooks Desktop, Sage 50) with their correct target account in QuickBooks Online — the way a migration specialist decides it, including the hard cases (merges of near-duplicates, splits of dumping-ground accounts, abbreviations and typos).

COA mapping is the most labor-intensive step of every accounting-system migration, and as of August 2026 the Hub had no models and no datasets for it.

from datasets import load_dataset
ds = load_dataset("gyaanbyte/coa-mapping-synthetic")
ds["train"][0]

v1 at a glance


Rows	1,162 (train 1,025 · test 137)
Source systems	QuickBooks Desktop (641) · Sage 50 (521)
Industries	10 synthetic US small businesses
Distinct QBO targets	799
Mapping kinds	one_to_one 908 · merge 191 · split 63 · new_account 0 in v1

Schema

Field	Description
`source_system`	`quickbooks_desktop` \| `sage_50`
`industry`	The synthetic business the source COA belongs to
`source_number`	Account number in the source COA
`source_name`	Account name as it appears in the source (messy on purpose)
`source_type`	Source account type
`target_name`	The QBO account it maps into — specific, granularity-preserving
`target_type`	QBO account type (validated against the real taxonomy)
`target_detail_type`	QBO detail type (the field migrations most often get wrong)
`mapping_kind`	`one_to_one` \| `merge` \| `split` \| `new_account`
`rationale`	Short practitioner-style explanation of the decision

The benchmark split — COA-Map-Bench v1

The test split holds out entire company COAs (industry × source system groups: e-commerce retailer (QBD + Sage), law firm (Sage), property management (QBD)), so no account from a test company ever appears in train. Score a mapper on it with accuracy@1 / accuracy@5 / MRR over target_name (and exact-match on target_type + target_detail_type). Baselines (all n=137): TF-IDF 0.745 · bge-small zero-shot 0.796 · qwen3:8b zero-shot 0.788 · gyaanbyte/coa-mapper 0.883 acc@1 — try it in the browser demo.

How it was built

Fully synthetic. Per industry, a local LLM (Qwen3-8B, via Ollama) wrote a realistic, messy source COA; a second pass mapped each account into the real QBO type / detail-type taxonomy with a rationale. Then deterministic cleaning: taxonomy validation (every target type/detail pair must exist and be compatible with the source account family), honest merge labels (only when ≥2 sources in the same company map to one target), name↔type coherence, and a contra-asset rule for accumulated depreciation. Generator and cleaning code are open in gyaanbyte-infra (coa_datagen.py, coa_clean.py, coa_publish.py).

No client data of any kind is included. Every account name, number and structure is generated; the mapping conventions reflect GyaanByte Labs' production migration practice (6+ migrations, 200,000+ records, reconciled to $0 variance).

Limitations

Synthetic: distributions approximate, but do not equal, real client ledgers
LLM-generated labels carry some noise (a few detail-type choices a specialist would argue with) — treat the benchmark as "mapping-specialist-plausible", not adjudicated ground truth; an adjudicated subset is planned for v1.1
US GAAP-oriented, English only; target side is QuickBooks Online only
Sage Intacct sources not yet included (planned)

Citation

@dataset{gyaanbyte2026coa,
  title  = {Chart-of-Accounts Mapping — Synthetic Dataset},
  author = {GyaanByte Labs},
  year   = {2026},
  url    = {https://huggingface.co/datasets/gyaanbyte/coa-mapping-synthetic}
}