GL accounts template
The following table lists the fields in the GL accounts template. All values input to the template are case sensitive. The maximum file size allowed is 20 MB.
The IRS has made changes to the 1099-MISC and 1099-NEC forms for 2025. You may need to update your mapping of GL accounts to 1099 boxes.
| Field display name | Required? | Description | Field data type | Level | Value display names |
|---|---|---|---|---|---|
| Category | No | The category of the GL account (not case sensitive). Only accounts set as "Expense" (and active AP accounts set as "Other") are available on all bill records/ filters | List | Header | Other, Expense |
| Currency | No | The currency of the GL account | String | Header | |
| Description | No | A description of the GL account | String | Header | |
| Entity name | No | List of payer entities for which each GL account should apply. A GL account can be associated with more than one entity, entity names should be separated by ";" To apply the GL account to all payer entities, use '[]' | String | Header | |
| External ID | Yes | An ID that uniquely identifies the GL account in the accounting system/ ERP | String | Header | |
| MiscBox1099 | No | The number of the corresponding box on the 1099-MISC form. If the field is left empty (NULL), the account will be considered "unmapped" | List | Header |
|
| Name | Yes | The name of the GL account | String | Header | |
| Number | No | The number of the GL account | String | Header | |
| Sync type | No | Whether to update or close the GL account. GL accounts that are currently active (i.e., assigned to outstanding unpaid bills) cannot be closed | List | Header | Close, Create / Update |
| Type | No | The type of GL account | List | Header |
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