GL Accounts

This page is for the Operations App. For the Classic Operations App please see GL Accounts (Classic Operations App).

GL accounts, also referred to as income accounts, are used when exporting/importing into your accounting package. 

GL accounts must match exactly what is in the accounting package.

To get to the GL Accounts section, go to Maintenance > GL Accounts.

Field Name

Description

Field Name

Description

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.

ID

Unique ID number.

GL Name

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.

How to Create a New GL Account

  1. Go to Maintenance > GL Accounts.

  2. Click the + button in the top right.

How to Edit a GL Account

The GL Code cannot be edited.

  1. Go to Maintenance > GL Accounts.

  2. Click the GL account you would like to edit or click the action menu at the end of the row and select Edit

Quick Tip: You can open 2 edit forms by selecting the checkboxes of the GL accounts and clicking the edit pencil icon in the top right.

How to Delete a GL Account

GL accounts that are currently being used within items, order types, or contracts cannot be deleted.

  1. Go to Maintenance > GL Accounts

  2. Check the checkbox of the GL account(s) you would like to delete. 

  3. Click the delete button in the top right.