How Do I Add New General Ledger Accounts in cieTrade?

Prior to adding the account in cieTrade, you must first create the new account in your accounting system.  After the account is established there, you can then add the details to cieTrade by navigating to Settings > Accounting > General Ledger. 
In the top right corner, select + New Account and enter the account details. 

NOTE:  The account number HAS TO MATCH EXACTLY what was created in your accounting system for the integration to flow smoothly.

Click Verify after the information has been entered to ensure that everything matches between the two systems.  

For further questions, feel free to visit our article here, which explains how to map new GL accounts in the system.

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