> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounting Overview

> Set up the financial backbone of fusionCore: Business Units, payment processing, the general ledger, financial close, and reporting documents.

## Section Overview

This section is where you configure how money is organized, collected, and reported in fusionCore. fusionCore runs inside **Salesforce** (the CRM that stores your member, order, and payment records) and does not post journal entries itself. Instead, it organizes the financial data that your general-ledger (GL) system imports and posts.

If you are setting up a new org, work through the topics roughly in the order below: define your **Business Units** first (every other accounting record is tagged to one), then connect a payment processor, map your GL Accounts, define Payment Types, and finally close the books with Financial Periods.

## Key Objects

* **Business Unit** (`FCORE_PAY__Business_Unit__c`) — a single selling entity or financial division inside your org. Every Order, Financial Event, GL Account, and Payment Type is tagged to one, so one org can keep separate "books" for, say, a foundation and an association that reside in your org.
* **Financial Event** (`FCORE_PAY__Financial_Event__c`) — the record of a payment, refund, void, write-off or adjustment. These represent accounting motions made on an Order.
* **Financial Period** (`FCORE_PAY__Financial_Period__c`) — Allows organizations to capture and run reports on all Financial Events within a defined time period, linking them to a single **Financial Period**. These then can be exported to external accounting system.
* **GL Account** (`FCORE_PAY__GL_Account__c`) — a general-ledger account record that a Financial Event is mapped to. Tied to a single Business Unit.
* **Payment Type**(`FCORE_PAY__Payment_Type__c`) — configuration that tells fusionCore *how* money can move (Card, Check, Account Credit, and so on), per Business Unit.
* **Wallet Item** (`FCORE_PAY__Wallet_Item__c`) —  A stored payment method tied to a Contact that can be reused across different orders for a faster checkout experience.

## **What This Section Covers**

This section goes over how you to configure how your accounting systems in fusionCore. fusionCore runs inside **Salesforce** (the CRM that stores your member, order, and payment records) and does not post journal entries itself. Instead, it organizes the financial data to be exported to a proper accounting system outside of Salesforce.

If you are new to fusionCore or setting up a fusionCore org for the first time, it is recommended that you review these topics in the order you see them.

<CardGroup cols={2}>
  <Card title="Business Units" icon="building" href="/end-user-guides/accounting/business-units/index" arrow="true">
    Create the financial divisions that every other accounting record is tagged to. Start here.
  </Card>

  <Card title="Payment providers" icon="building-columns" href="/end-user-guides/accounting/payment-providers" arrow="true">
    Understand how fusionCore connects to a payment processor such as Stripe.
  </Card>

  <Card title="General ledger (GL) accounts" icon="book" href="/end-user-guides/accounting/general-ledger-gl-accounts" arrow="true">
    Create the GL Accounts that money is mapped to, scoped per Business Unit.
  </Card>

  <Card title="Payment Types" icon="credit-card" href="/end-user-guides/accounting/payment-types/index" arrow="true">
    Define which payment methods are available, where they appear, and how refunds behave.
  </Card>

  <Card title="Stripe" icon="stripe-s" href="/end-user-guides/stripe/index" arrow="true">
    Connect, configure, and test the Stripe payment integration end to end.
  </Card>

  <Card title="Multi-currency" icon="coins" href="/end-user-guides/accounting/multi-currency/index" arrow="true">
    Sell, invoice, and report in more than one currency.
  </Card>
</CardGroup>

## Close and Report

<CardGroup cols={2}>
  <Card title="Financial Periods" icon="calendar-check" href="/end-user-guides/accounting/financial-periods/index" arrow="true">
    Fetch and lock financial data for an accounting timeframe so your GL import stays accurate.
  </Card>

  <Card title="Financial Documents" icon="file-invoice-dollar" href="/end-user-guides/accounting/financial-documents/index" arrow="true">
    Generate branded PDF Quotes, Invoices, Receipts, and more from Order and Financial Event records.
  </Card>
</CardGroup>

## Related Features

<CardGroup cols={2}>
  <Card title="Orders and Opportunities" icon="cart-shopping" href="/end-user-guides/orders/index" arrow="true">
    Orders are where payments, refunds, write-offs, and adjustments are actually taken — they create the Financial Events this section organizes.
  </Card>

  <Card title="Financial Events" icon="money-bill-transfer" href="/end-user-guides/orders/orders/financial-events" arrow="true">
    See how each payment and refund is recorded against an Order.
  </Card>

  <Card title="Taxes" icon="percent" href="/end-user-guides/products/taxes/index" arrow="true">
    Configure tax products and the default tax product a Business Unit uses when money moves.
  </Card>

  <Card title="Accounts and Contacts" icon="address-card" href="/end-user-guides/accounts/index" arrow="true">
    Members and organizations are the records orders and payments are created against.
  </Card>
</CardGroup>