Managing General Ledger Codes (Portal)
Step-by-Step Instructions
2. On the left Navigation bar find Reports and click.
3. Under Reports, scroll to General Ledger and click.
4. Scroll to GL Codes and select.
5. You can view and edit existing GL Codes in your system or add new GL Codes.
6. To add new, select the green "+New" button on the top left of the GL Codes home page.
7. A box will pop-up where you will input a new, unique GL Code to this account, code name, what products will use this GL Code, how you would like it to link with your Quickbooks debit and credit accounts, and any custom fields, and click Save.
8. Your new GL Code will appear in the GL Code home page now.