How do I get a list of my General Ledger account numbers and description?

Created by Dan Trevarthen, Modified on Wed, 10 Jul at 6:32 PM by Laura Gannon-Berg

General Ledger List. 

Q: Can you tell me how to print a GL listing of all my GL account numbers?  I do not need the balances, just the account numbers and account description? 

A:  You will need to export the list in ADMIN -> FIRM -> GENERAL LEDGER ACCOUNTS tab. Click the “Excel” button in the bottom left of the screen. 

 

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An Excel CSV spreadsheet file will be created with the list of GL Account Numbers.  An example is below: 

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