During your module setup you may have already created some GL accounts. Instead of manually creating the rest, you could import them by following this example.
The following lists the fields needed for a General Ledger account import:
Field |
Notes |
---|---|
Account Number |
This should be your entire account number, including delimiters. For example: 1100-00-000. |
Account Name |
This is also called Account Description in GP. The maximum length is 50 characters. |
Category |
This must be one of the existing categories in your GP company. Appendix A has a list of all the default account categories. |
Posting Type |
Valid options are Balance Sheet or Profit and Loss. |
Typical Balance |
This is not required, but may be helpful and is easy enough to add. Valid options are Debit or Credit. |
For a file with these fields, the destination mapping would look like the following:
As you select each field on the right, a section for rules is activated at the bottom of the left...