OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 14 Using the General Ledger Interface
Setting Up the General Ledger Interface
To set up General Ledger accounts for QuickBooks
Notes
• Prior to setting up general ledger accounts, ensure that you have
set up the basic general ledger settings. For more information
about general ledger settings, go to To set up basic General
Ledger settings on page 693.
• If QuickBooks is not already open on the computer on which
you are setting up the General Ledger Interface, open
QuickBooks now. Open the main QuickBooks company.
• Each time an account is added, changed, or deleted, you must
Import the accounts again using the main QuickBooks
company to get the new accounts. Importing accounts is
described in this section.
From the OfficeMate Home Office main window, click Setup and select
General Ledger Setup.
Click the Account Setup tab.
Select a structure from the Account Number Structure drop-down menu:
Select No G/L Account Numbers (name only) if you use names
rather than numbers to identify accounts.
Select Free Form Account Numbers if your accounts are assigned
names and numbers by QuickBooks.
Click Import Accounts to import accounts from QuickBooks.
The QuickBooks Chart of Accounts window opens.
OfficeMate Home Office User’s Guide 699