Skip to main content

Sync GL / chart of accounts

Greentree GL codes are required for purchase/bill account mapping for Greentree customers.

When you need this

Greentree GL codes are required for purchase/bill account mapping for Greentree customers.

Before you start

  • Connected on Credentials.

Steps

  1. Go to Settings → Integrations → Greentree → GL Codes.

  2. Click Sync from Greentree.

  3. Browse or filter the GL Code list; confirm accounts you use on bills/POs are present.

Greentree GL Codes tab after sync

What success looks like

  • GL codes listed for the company.

  • Bill/PO account pickers can resolve Greentree GL codes after mapping elsewhere.

If it fails

  • Reconnect banner → Credentials first.

  • Empty catalogue → Sync while connected; check Greentree returns accounts for this company code.

Did this answer your question?