- Click SETUP on the navigation bar.
- Click FINANCIAL SETUP.
- Click BUSINESS UNITS.
- Click the MAGNIFYING GLASS icon next to the Business Unit to which you'd like to add a GL Account.
- Under Financial Setup, click CHART OF ACCOUNTS.
- In the Tasks list, click CREATE A NEW GL ACCOUNT.
- Under BASIC INFORMATION, enter information in the appropriate fields.
- Enter your GL CODE. This should match exactly with what is in your accounting software.
- Enter a DESCRIPTION for the GL Account. Just like the code, this should match your accounting software.
- Select a TYPE from the drop-down menu to note if the GL Account is an asset, liability, revenue or expense.
- Check the IS ACTIVE? box. A blue checkmark appears. This allows the GL Account to be available for use.
- Enter your GL CODE. This should match exactly with what is in your accounting software.
- Click SAVE to save the GL Account. Click SAVE & CREATE NEW to save the GL Account and begin creating another.
Please download the attached document for this process with screenshots.
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