How to Enable & Set Up Universal GL Export

To enable Universal GL Export, go to the integration page under your profile and click the toggle switch. Once enabled, download the sample chart of accounts and make any updates to reflect your business's accounting system.

After you’ve uploaded your completed chart of accounts template, You will see a green notification that the save was successful, and your chart of accounts have been stored.

On this page you are also able to map your default accounts and enable contact and wallet mapping. Remember to save your settings along the way!

Now let’s map your wallets. Navigate to the ‘Wallets’ page, click on the account you wish to map and click edit.

Click on the GL mapping dropdown, select the asset account and click save.

Repeat this step for each wallet until all have been mapped and your setup is complete! You are now ready to start reviewing your transactions and preparing your journal entry export.