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Adding General Ledger Accounts for QuickBooks Integration

Autosoft -

If you use Autosoft's QuickBooks integration to import vehicle sales information into QuickBooks, you can easily add general ledger accounts to manage the vehicle sales data and coordinate with the accounts you've established in QuickBooks.

Step 1. While in the Setup application, click the Accounting tab at the top of the screen and select General Ledger from the drop-down menu.

Step 2. The General Ledger Account Search screen opens. Click the Add Account button in the upper-right corner of the screen. 

gl_account_search_screen_add_account_button.png

Step 3. The General Ledger Setup pop-up opens. 

gl_setup_popup_blank.png

Click the Account Type field and select the type of general ledger account you're adding from the list. This is a required field.

Step 4. Type a name for the account in the Account Name field. QuickBooks uses account names to identify accounts, so this field is required. 

Step 5. The remaining fields are optional. If you wish, add an Account Number and Account Description

Step 6. Click Save and Close. The account is added to the General Ledger Account Search list. 

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