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. You can bulk apply GL accounts to business units, then further configure it per item, deduction item, order type, contract, and stamp rate chart as needed.

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

You must have the “GL Accounts” permission to view this section and the “Edit GL Accounts“ permission to make edits. See Users.

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

  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

How to Delete a GL Account

  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.

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