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To manage the GL Accounts, go to Maintenance > GL Accounts.

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Field NameDescription
IDUnique ID number.
GL Code

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.
GL NameA name for the GL Account.
DescriptionA description that describes the GL Account.
ClassOptional. The class that matches the Income Account(s) found in your accounting package.

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You can customize which columns you would like to view and arrange the order by clicking the Edit Grid Layout icon 

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How to Add a GL Account

  1. Go to Maintenance GL Accounts.
  2. Click the  button.
  3. Enter information.
  4. Click the  button to save. 

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