Setup General Ledger (G/L) for Accounting Export (Cloud) 🎥

Setup General Ledger (G/L) for Accounting Export (Cloud) 🎥

🎥 Watch Video
Visual Matrix can be set up to export accounting code information to a file. This file can then be imported into accounting software such as Quickbooks. Visual Matrix exports data in Comma Delimited, Tab Delimited, and IIF (Quickbooks) formats. You should check with your accounting software provider to find out if they support importing of data from a file in one of these three formats before continuing.
Path: Management > Accounting Settings > Report Headings > General Ledger Accounts (bottom left)

1. Click Add. A new empty line will get created.



2. Choose a G/L Account number and a Description.



3. Click the floppy disk at the end of the line to save the new code.



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