Importing General Ledger & Job Codes

Complete this process to import General Ledger (GL) Codes or Job Codes (tracking categories) from your accounting software to map financial items—such as account types, charge types, and payment methods—within the database.

Note: General Ledger (GL) integration is a paid module. Please contact your MiClub account manager for pricing details.

Step 1: Connect to Your Integrated Accounting System

1. Select Configuration from the main menu, then click Chart of Accounts (located under the Financials section).
2. Click the GL Code link to import a new General Ledger Code, or click the Job# link to import a new Job Code.
3. Click the Retrieve Categories from [Accounting Software] button (e.g., MYOB or Xero).
4. Click the Get GL Codes button. This queries your accounting platform and populates the Chart of Accounts list.

Step 2: Select and Save Required Account Codes

1. Tick the checkbox next to each account code you want to import.
2. Scroll to the top of the screen and click the Create Selected GL Codes button.
3. Once saved, the new codes will appear in the respective dropdown menus, ready for selection in your financial item configuration settings.