Accounting GL Setup

Setup Journals

Accounting - Organization GL Settings - Setup - Journals

May need Error Journal and a General Journal

Setup GL Account defaults

Accounting - Organization GL Settings - Setup - GL Account Defaults

Setup GL Time Periods

Let's say you want to see a Trial Balance for FY2019 or EOM201910 you can setup time periods so that you can later select that time period via drop down versus entering from and to dates.

Accounting - Organization GL Settings - Setup - Time Periods

Setup Financial Type GL Accounts

Accounting - Organization GL Settings - Setup - GL Account defaults - FinAccount Type Gl Account

Bank Account

Credit Card Account

Deposit Account

Equity Line Account

Gift Certificate

Investment Account

Loan Account

Replenish Account

Store Credit Account

Serivce Credit Account