---
title: "Retroactively change GL Accounts on items"
slug: "retroactively-change-items-gl-accounts"
updated: 2026-04-25T01:33:31Z
published: 2026-04-25T01:33:31Z
---

> ## 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.

# Retroactively change GL Accounts on items

## Overview

The *Ledger Impact* pop-up allows you to choose an as of date or set of invoices that are affected when an item’s assigned General Ledger (GL) Account is changed. This prevents historical financials from being overwritten and makes your accounting records more accurate.

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- The pop-up triggers whenever you edit the GL Account assigned to a Pricebook *Service*, *Material*, or *Equipment*. It also triggers whenever you edit the **Shipping**and **Tax**GL Accounts assigned under **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**> **Inventory**> **Configuration**> **Purchasing**.
- The pop-up doesn’t change any financial value.
- This change only affects records in ServiceTitan.
- Changes to GL Accounts assigned to *Payment Types*, the *Automated RefundsWorkflow*, and the *Deposit Workflow* apply retroactively without this pop-up.

## Change a pricebook item’s GL account(s)

1. Find the desired pricebook item and open the [edit page](/v1/docs/edit-pricebook-items).
2. Click the **General Ledger Account**, **Income Account**, or **Expense Account**field and select the new GL Account. ![Editing service details including hours, costs, and general ledger account selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/retroactively-change-items-gl-accounts-image-bd4g2zjw.png)
3. In the *Ledger Impact*pop-up, select *Open Transactions*or *Specific Date*from the **Change To Effect**dropdown.
  1. **Open Transactions:**Only invoices in a pending/posted batch will apply the change.

> [!NOTE]
> **Note:** This also may require updating items in your accounting systems.
  2. **Specific Date:**Only invoices from that chosen date onwards apply the change.
4. Click **Confirm**to apply the change. ![Dropdown menu showing options for changing ledger impact to open transactions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/retroactively-change-items-gl-accounts-image-jwu87csn.png)
5. Click **Save**on the pricebook item’s edit page.

## Change Shipping and Tax GL accounts

1. Go to the navigation bar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**.
2. Click **Inventory**> **Configuration.**
3. Click the **Purchasing**tab.
4. Click **Setup GL Account Mapping.**

**![Settings for purchase orders, including options for bills and account mapping.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/retroactively-change-items-gl-accounts-image-qqnz4do6.png)**
5. On the *Map General Ledger Accounts* pop-up that opens, select the correct GL Accounts from the **Shipping**and/or **Tax**dropdowns.
6. Click **Save and Confirm**. ![Mapping General Ledger accounts for shipping and tax sections in a financial application.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/retroactively-change-items-gl-accounts-image-07erff4x.png)
7. In the *Ledger Impact* pop-up, select *Open Transactions* or *Specific Date* from the **Change To Effect** dropdown.
  1. **Open Transactions:**Only invoices in a pending/posted batch will apply the change.

> [!NOTE]
> **Note:** This also may require updating items in your accounting systems.
  2. **Specific Date:**Only invoices from that chosen date onwards apply the change.
8. Click **Confirm**to apply the change. ![Dropdown menu showing options for changing ledger impact to open transactions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/retroactively-change-items-gl-accounts-image-gw37k9z7.png)

## Want to learn more?

- See [Edit pricebook items](/v1/docs/edit-pricebook-items)
- See [General Ledger Account settings](/v1/docs/general-ledger-account-settings)