Step 1. While in the Setup application, hover over the Accounting tab and select the General Ledger option in the options menu that opens.
Step 2. The General Ledger Account Search Screen opens.
Accounts are listed by Account Type, Account Name, Account Number (if entered), Account Description (if entered), and account Status (only "Active" accounts are displayed unless the Show Inactive toggle has been turned on).
You can sort the list by column content by clicking the column heading by which you wish to sort. For example, clicking the Account Number column header once sorts the list by account number in ascending order. Clicking the Account Number column header a second time sorts the list by account number in descending order.
Step 3. To search for a general ledger account, type a search term into the Search bar and click Search.
The search results populate the screen.
|Note: To clear a search, click the gray X in the Search bar. This clears the search terms and search results and allows you to begin a fresh search.|
Step 4. Once you've located the general ledger account you wish to open, double-click the account in the list, opening the account's General Ledger Setup pop-up in edit mode.
You can also reach this pop-up by single-clicking the account in the list, opening its quick-look card where the account name, Account Type, Status, Account Number (if one was entered), and Account Description (if one was entered) are displayed, as well as the Edit Account button. Click Edit Account.
Step 5. Make any necessary edits in the General Ledger Setup pop-up and click Save and Close.
You are returned to the General Ledger Account Search screen.