Skip to main content
Must know
  • The GL code is stamped onto each line item at the moment of sale.
  • If an item has no code assigned, the sale falls back to the default code for that item type.
  • You assign a code from the item’s own setup page — the Ledgers Assignments tab shows where codes are used but doesn’t assign them.
Tagging a sellable item with a GL code makes every future sale of it land in the right accounting bucket. You can code programs, events, competitions, membership groups, passes, and products.
1

Open the item's setup

Go to the item you want to code — for example a program under Registrations → Programs, a store item under Products, or an event or membership on its own page.
2

Pick a GL code

In the item’s settings, find the GL code field and choose the code you want its revenue to post to. Save the item.
3

Confirm the assignment

Open Settings → Financial Setup → Ledgers → Assignments to see a count of how many programs, events, competitions, memberships, passes, and products are tagged to each code.
A few things to know
  • Sales made before you assign a code aren’t retagged — coding takes effect from the next sale.
  • Leave a code off and the sale still goes through; it just uses the default revenue code for that type.
  • If you later delete a code you’re allowed to delete, past sales lose the tag rather than blocking the deletion.
Related: What are GL codes and my chart of accounts? · What syncs to QuickBooks or Xero, and when? · How do I connect QuickBooks or Xero and sync?