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Dashboard Modules

Dashboard Modules​

After completing the onboarding checklist, you’ll gain access to the Acodei Dashboard. The interface includes a left-side navigation menu and additional settings available through the gear icon in the top-right corner.

The modules in the left-hand navigation menu appear in the following order:

  1. Dashboard

  2. Account Mapping

  3. Data Feed

  4. Multiple Product Mapping (if enabled)

  5. Historical Pulls

  6. Duplicate Checker

  7. Connections

  8. Documentation

  9. Support

At the bottom of the menu, you’ll see your current subscription plan and the number of transactions used in your current billing cycle.

Dashboard​

This module includes quick-access shortcuts to important areas of your account:

  • Invite users to your Acodei workspace

  • Multiple Product Mapping (if enabled)

  • Historical Pulls

Use this page for direct navigation to commonly used features.

Account Mapping​

Use this module to define how Stripe transactions are imported into QuickBooks. You can:

  • Create and manage transaction mapping rules

  • Configure your chart of accounts preferences

  • Access premium features such as enabling Multiple Product Mapping, Invoice Sync, Class Tracking, Stripe Tax, and mapping for other transaction types

Data Feed​

This module displays all Stripe transactions synced into QuickBooks. Key features include:

  • Search by name or transaction ID

  • Apply date and status filters

  • Delete or resync individual transactions

Multiple Product Mapping (Visible if enabled)​

Configure product-level mapping between Stripe and QuickBooks. This feature is ideal for businesses managing multiple products or services and needing more granular control over how those are represented in their accounting system.

Historical Pulls​

Initiate historical data imports from Stripe into QuickBooks. Use the +Historical Data button on this page to start a bulk or custom backfill of past transactions.

Duplicate Checker​

Identify and manage potential duplicate entries in your accounting data. This module helps ensure that your QuickBooks ledger remains clean and accurate.

Connections​

Manage your Stripe and QuickBooks integrations here:

  • Connect or disconnect accounts

  • Switch QuickBooks companies

  • Add multiple Stripe accounts

  • View real-time connection statuses

Documentation​

This module links to the Acodei documentation portal, where you’ll find detailed articles on all features and setup processes.

Support​

Use the built-in form in this section to contact Acodei’s Support Team for assistance.

Account Settings (Gear Icon)​

Click the gear icon in the top-right corner to access personal and account-level settings:

  • Profile: Update your user information

  • Billing: Manage subscription plan and payment method

  • Billing History: View past invoices

  • User Management: Add or manage users (feature availability depends on your plan)