Customer Knowledge Base

Space shortcuts

Page tree

Description:

In order to properly export to your GL, your accounts, your departments and accounts tab needs to be setup with the correct GL numbers. This will ensure the correct department is reporting to the correct number in your accounting software.

Setting up Departments & Accounts:

Steps:

  1. Navigate to Setup > Departments & Accounts.
  2. Click the Add button. 
  3. Enter the Number and Description (Name of Department).
  4. Enter the Debit Item and Credit Item Account numbers so they correspond with the values in your accounting software.
  5. Click the Save button when you are done.
  6. Repeat Steps 2-5 until all departments are setup.
  7. You will be able to assign departments to employees in the next step: link.