GL Accounts

The GL tab shows you a list of your GL Accounts. You can change them if you would like but you should contact your accountant before doing so.


1. Editing a GL Account

Click on the pencil icon on the right side of the page next to the GL account you would like to change. Edit desired fields including “Account Number”, “Account Type”, and “Description”. Click the check mark on the right side of the page to update.

2. Adding a GL Account

To add a new GL Account, click “Add GL Account” in the upper left corner of the page. Fill out fields and click the check mark on the right side of the screen to to save.