2022
GL Accounts
What are GL Accounts?
A general ledger contains user-defined account codes and related dimensional codes for recording different types of vouchers, invoices including on-balance-sheet, off-balance-sheet, post-balance sheet, financial and non-financial natures of Accounts.
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Click Save to conclude adding a new GL Account. When you need to create a huge number of accounts in the AccountingBook what do you do?
Consider an instance for creating about a 1000+ accounts. Creating all those 1000+ accounts in the AccountingBook may consume a lot of time. To overcome this issue we have a package called Data Loader.
Data Loader as a package is an easy to use graphical tool that helps you to get your data into Salesforce objects. The Data Loader can also be used to extract data from database objects. Data Loader supports Comma Separated Values files (CSV files). When to Use Data Loader?
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You are supposed to match the SalesForce rows and the CSV files' columns by dragging the SalesForce items to the CSV files' items. To help you to map these fields the packages has an option of Auto-Match Fields to columns button. The only thing you need to do is to click on the button. Most of them will be auto matched and the remaining you need to manually drag the items to match them.
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