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Last updated on Aug 26, 2026
Connect an Advanced Revenue Summary report to your general ledger, map your chart of accounts, and choose a manual or scheduled sync.
Review the prerequisites and the supported general ledger matrix in Understand Advanced Revenue Summary GL Sync before you configure sync. Confirm your destination's attachment and dimension support in Supported General Ledgers for Advanced Revenue Summary GL Sync if you plan to use either.
Follow these steps in order so your report, GL connection, and chart-of-accounts mapping are all ready before your first sync runs:
Advanced Revenue Summary must be enabled for your account by Maxio Support before it appears in Reports.
GL Sync does not create a general ledger connection on its own. It uses a connection you've already set up. Confirm your destination is connected and its credentials are current before continuing; if the connection has expired or was never completed, reconnect it first:
GL Sync resolves each journal entry line from your existing Maxio account records. It doesn't have its own account-mapping screen. Every account used by the report needs the destination-specific ID saved on the matching Maxio account, as described in Managing the Chart of Accounts.
Destination-specific ID field required per general ledger
| Destination | Required field on the Maxio account |
|---|---|
| QuickBooks Online | QuickBooks list ID |
| NetSuite | NetSuite ID |
| Xero | Xero account code |
| Sage Intacct | Intacct ID |
| Rillet | Rillet account code |
If an account name in the report has no matching Maxio account, or a matching account is missing its destination ID, that line is blocked from syncing until you fix the mapping.
From the Advanced Revenue Summary report, open GL Sync and create a new configuration.
If a configuration already exists that would sync the same report scope to the same destination, Maxio flags it and asks you to confirm before creating a duplicate. This guards against posting the same journal entry twice.
Switching a configuration to Scheduled before it has ever completed a successful sync requires an extra confirmation if the first scheduled run would cover more than one period. This prevents an unattended first run from posting a larger backlog of periods than you expect.
If your destination supports it (see the attachment column in Supported General Ledgers for Advanced Revenue Summary GL Sync), enable Include workpaper attachment on the configuration and choose a format. Currently, the attached file is always generated as CSV regardless of the format selected; PDF generation isn't available yet.
On destinations that don't support attachments, the journal entry still syncs normally. The attachment step is simply skipped.
Depending on your destination, you can apply a dimension to every line the configuration posts.
Available dimensions per general ledger
| Destination | Available dimensions |
|---|---|
| QuickBooks Online | Class |
| NetSuite | Subsidiary, Department, Class, Location |
| Xero | Tracking Category |
| Sage Intacct | Location, Department, Class, Project, Task, Vendor, Employee, Warehouse |
| Rillet | Not supported |
Use Preview to review the journal entry Maxio will post before committing it, then run Sync Now. For a Scheduled configuration, confirm the next scheduled run time on the configuration before you leave it unattended.
After the sync completes, check the period's status from the report or the GL Sync history panel, and confirm the journal entry in your general ledger.
Once you've finished setting up GL Sync, disabling a configuration stops future syncs (manual and scheduled) without deleting its history. Sync run history is retained for audit purposes and can't be permanently deleted while a configuration still references it. Disable the configuration or its report mapping instead of trying to remove historical runs.
If a sync fails after setup, see Troubleshoot Advanced Revenue Summary GL Sync.
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