---
title: "Create or edit a General Ledger Account in Quickbooks Desktop: recommended workflow"
slug: "create-or-edit-a-gl-account-in-quickbooks-desktop"
tags: ["Area - Accounting Integrations", "Focus - Construction", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Type - Commercial", "Type - Residential"]
updated: 2026-03-27T20:45:07Z
published: 2026-03-27T20:45:07Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create or edit a General Ledger Account in Quickbooks Desktop: recommended workflow

This article explains how to create a General Ledger (GL) Account in Quickbooks Desktop.

## Things to know

- General Ledger Accounts in ServiceTitan must match GL Accounts in QBD, or the user will experience export errors
- GL Accounts can be synced between ST and QBD
- Items export to Quickbooks under the Account that the item is listed under in the Quickbooks item list; if this Account is different from the GL Account of the item on the ServiceTitan invoice, this may cause reconciliation issues. We recommend always syncing your Chart of Accounts in Quickbooks to your General Ledger Account list in ServiceTitan. For more information, see [Sync the General Ledger Account in ServiceTitan](/v1/docs/create-or-edit-a-gl-account-in-quickbooks-desktop#sync-the-general-ledger-account-in-servicetitan) below!
- First, [Create a General Ledger (GL) Account in Quickbooks Desktop](/v1/docs/create-or-edit-a-gl-account-in-quickbooks-desktop#create-a-general-ledger-gl-account-in-quickbooks-desktop). Then, [Sync the General Ledger Account in ServiceTitan](/v1/docs/create-or-edit-a-gl-account-in-quickbooks-desktop#sync-the-general-ledger-account-in-servicetitan).

## Workflows

### Create a General Ledger (GL) Account in Quickbooks Desktop

1. Click on **Company > Chart of Accounts > New.** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-or-edit-a-general-ledger-account-in-quickbooks-desktop-recommended-workflow-image-wfcaz6rt.png) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-or-edit-a-general-ledger-account-in-quickbooks-desktop-recommended-workflow-image-w89htdif.png)
2. Choose the type of **General Ledger Account** you would like to create then click **Continue**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-or-edit-a-general-ledger-account-in-quickbooks-desktop-recommended-workflow-image-licumn9t.png)
3. Name the account
  1. > [!NOTE]
> **Note:** Make sure it matches the name of the **General Ledger Account** you made in ST.
4. **Save & Close.**

### Sync the General Ledger Account in ServiceTitan

After you create the **GL Account** in QuickBooks, sync the GL Account in ServiceTitan.

1. In ServiceTitan navigate to **Settings** > **QuickBooks Desktop** > **Company file** > **Chart of Accounts** > **Edit**
2. Match the GL Account > click **Save**.

### Related Content

- [QBO Onboarding Step 2: Set up GL accounts in QuickBooks Online](/v1/docs/qbo-onboarding-step-2-set-up-gl-accounts-in-qbo)