This guide explains how to enable General Ledger (GL) accounting, assign GL numbers to payment and item types, manage donation fund GL numbers, and override GL accounts for merchandise and events.

Step 1: Enable General Ledger Accounting

  1. Go to Setup

  2. Click Organization

  3. Select Accounting

  4. Check the box to Enable General Ledger Accounting

  5. Click Save

Once enabled, your GL account settings will appear below.

You may also select your preferred Accounting Method in this section.

Step 2: Assign GL Numbers to Payment Types and Item Types

After enabling GL accounting:

  • Enter the appropriate GL account numbers in the fields provided

Renaming Types:

  • You can rename most item types (for example, change “Subscriptions” to “Sub”)

  • Some payment types (such as Amex and PayPal) cannot be renamed

  • However, you can still assign GL numbers to them

Additional Notes:

  • GL codes for donation funds must be added separately through the donation funds area. Once GL codes have been added to the donation funds, they can be attached to a donation campaign.  
  • GL codes can be added to individual merchandise items and ticket items (overriding global codes)
The video below will demo:

- Enabling GL Accounts in your VBO account
- Setting default GL Account Names and Numbers
- Adding Donation Fund GL Codes
- Overriding GL Numbers on merchandise and events