Create or Import Account Codes

Atlas uses Account Codes to assign revenue and debt to specific accounts in your bookkeeping system. By aligning the Account Codes in Atlas with the numbers in your accounting software, you can ensure that data is accurate in both systems. Because Atlas can integrate with QuickBooks, IntAcct or Microsoft Dynamics, you can automatically import account numbers from those applications that are not already in Atlas.

Not only can you integrate with QuickBooks, IntAcct or Microsoft Dynamics, you can also integrate with multiple company files in each system. This means if you have more than one company file, you can post transactions to each one separately from the system. You should consult your accountant or bookkeeper before creating or importing these codes.

NOTE: If you are on an accrual basis, you will need to create a distinct Receivables account in your G/L system prior to this process and then include it in the import. The type of account for this is classified as an Other Current Asset account - this is the only format QuickBooks will accept for the integration.

Manually Creating Accounting Codes

If you are using an accounting package other than QuickBooks, IntAcct or Microsoft Dynamics, follow these steps to manually create new Account Codes:

1. Go to Admin > Manage Codes > Revenue Codes > Account Codes. The Account Codes window will open.

  1. Click New. The Selected Code fields will empty.
  2. In the Account field, enter the number of the account (this must be a number).
  3. In the Account Description, enter a specific description of the account.
  4. Click Save. The new Account Codes appears in the Codes Data Grid.

Importing Account Codes from your Accounting Software

To Import Account Codes (you must be integrated with one of the three accounting package software listed above):

  1.  Go to Admin > Manage Codes > Revenue Codes > Account Codes. The Account Codes window will open.
  2. Click the Import Accounts link that matches the package you are using.
  3. The next screen to appear will allow you to select the codes you wish to import. Select your cash, Receivable, and income accounts - no Payables or Expense Accounts are necessary. This screen will only show Account Codes not already in Atlas.
  4. Highlight the Accounts you want to import and click Import Selected Accounts.

Once all accounts are entered, then you are ready to setup your Revenue Items, Payment Types and Adjustment Types. You must connect each of these three codes with the Accounts above to complete integration with QuickBooks or Great Plains.

 

 

--------------------------------------------------------------------------------------------------------

This feature is included or available for purchase with the following Atlas packages.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.

Want some training on Atlas? Sign up today for one of our upcoming online training classes.