How To Import GL Accounts

GL accounts, or general ledger accounts, are set up to match the GL structure used in your organization. GL accounts are used when creating budget line items, importing non-personnel actual expenses, and reporting. GL accounts can be viewed from Administration>Lists>GL Accounts.

Organizational Admin can import multiple GL accounts using the GL Accounts Import Template (recommended) or their own Excel file. The GL Accounts Import Template includes the GL Name*, Description, GL Code*, and account code fields. Required fields have asterisks (*) next to their names.

 Note: If you have customized your GL Accounts, the column headers and number of columns must match what you have defined.

1. Open Administration>Lists>GL Accounts.
2. Click the   (Import icon) in the Icon Bar.
3. Click Select Files… to select a file from your computer.
4. Click Next.
5. Select the Destination field for each Source column. If you are using the GL Accounts Import Template (recommended), the source and destination fields should match.
6. Click Create.