This article is Step 6 of Understanding Accounting Integration - Default Accounts


To see all the steps of Understanding Accounting Integration, please review - Overview - Understanding Accounting Integration



Step 6 - Default Accounts


The Default Accounts are just that - default General Ledger accounts will be used when creating Categories


This will ensure that when you create new Categories, General Ledger accounts (your Default Accounts) will automatically be added


Categories will be covered in the following article - Understanding Accounting Integration - Categories - Introduction


For now, let's continue with the Default Accounts:


The fields are:


  • Sales Income

What default General Ledger account do you want to use as default for any Sales Income

We would recommend that you indicate a Parts Revenue / Sales General Ledger


  • Cost of Goods Sold

What default General Ledger account do you want to use as default for any COGS

We would recommend that you indicate a Parts COGS General Ledger


  • Inventory

What default General Ledger account do you want to use as default for Inventory

We would recommend that you indicate a Parts Inventory General Ledger


  • Miscellaneous Income

What default General Ledger account do you want to use as default for any Miscellaneous Income

We would recommend that you indicate a Miscellaneous Income General Ledger


  • Sales Tax 

What default General Ledger account do you want to use as default for Sales Tax

We would recommend that you indicate the BP Tax account for sales that were created with your Chart of Accounts




Remember that these are just defaults so that when you start creating Categories in the next step, your categories don't end up with blank General Ledger fields.  Categories with default General Ledgers can be just overridden if they do not suit your purpose.