Setting up General Ledger Accounts for QuickBooks

Tekmetric allows you to create General Ledger Accounts so you can send your purchase orders to certain accounts in your accounting system. This article will briefly go over:

• Create GL Accounts
• Setup Vendors with GL Accounts
• Apply GL Accounts in POs

Create General Ledger Accounts

1. Click Shop Settings on the left menu bar.
2. Click the tab "INTEGRATIONS"
3. Click Manage on The Back Office Integration card
4. Add your General Ledger Accounts
   1. NOTE: Avoid any special characters in your GL Account Names
5. Click "SAVE"

Setup Vendors with Certain General Ledger Accounts

1. Click on Vendors on the left navigation menu
2. Click into a vendor's profile
3. Click the edit pencil icon on the top right of the "vendor info" box
4. Assign a GL Account to the vendor
5. Click "SAVE"

Applying GL Accounts to Purchase Orders

When creating a purchase order, you will see the GL Account right under the vendor's name you select.