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GL accounts, also referred to as income accounts, are used when exporting/importing into your accounting package.
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Field Name | Description |
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GLAccountID | Unique ID number. |
GLCode | The GL Code that matches the Income Account(s) found in your accounting package. - QuickBooks: The GL Code must contain the NAME of the corresponding Income Account.
- Peachtree: The GL Code must contain the NUMBER of the corresponding Income Account.
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GLName | A name for the GL Account. |
Description | A description that describes the GL Account. |
Class | Optional. The class that matches the Income Account(s) found in your accounting package. |
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How to Add a GL Account
- Go to Maintenance > GL Accounts.
- Enter a GLAccountID, GLCode, GLName, Description.
- Optional. Enter a Description.
- Click the save icon in the toolbar.
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How to Edit a GL Account
Note |
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The GLCode should not be edited if in use. |
- Go to Maintenance > GL Accounts.
- Click the GL Account you would like to edit.
- Click the save icon in the toolbar.
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How to Delete a GL Account
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- Go to Maintenance > GL Accounts.
- Click on the box to the left of the GLAccountID you would like to delete.
- Click the delete icon in the toolbar or press the delete button.
- Click the save icon in the toolbar.
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CXTU Courses/Lessons | - On-Boarding Training: Invoicing
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