Glean allows you to configure GL settings on both the vendor and invoice level. Follow the steps below to ensure your vendors are receiving the correct accounting treatment:
Vendor GL Setup
Configuring your GL on the vendor level applies the details to all future invoices.
Select Vendors from left navigation bar
Click into the desired vendor
Select Details from top bar
Navigate to Accounting Settings select Edit (pencil icon)
Complete the missing fields below
If you don't want invoices from this vendor to sync to sync to the GL, simply uncheck Requires Ledger Sync
Invoice GL Setup
Configuring your GL on the invoice level applies the details to ONLY that specific invoice.
Select Invoice from left navigation bar
Click into desired invoice
Navigate to the Accounting tab, and select Edit
GL Account
GL Class
GL Location
GL Supplier (If the supplier isn't already in your supplier list in QBO, Glean will create it for you)
Requires Ledger Sync (If you don't want this vendor to sync to the GL, uncheck "Requires Ledger Sync")
