General Ledger

Transaction-level general ledger detail, including all transaction types and journal entries, mapped to your Drivepoint categories.

Use it to:

• Drill into specific GL transactions behind a financial statement line

• Review journal entries posted during a period

• See all transaction types (invoices, bills, payments, journal entries) in one unified view

• Trace how each transaction maps to your Drivepoint SmartModel categories

GL transaction metrics

Metric	What it tells you	Notes
Transaction date	When the transaction was recorded
Transaction type	Invoice, bill, payment, journal entry, or other
Amount	Debit or credit amount
Account	GL account the transaction posted to
Drivepoint category	The mapped SmartModel category	Blank if the account is unmapped
Class / department	Cost center or department, if used in your ERP
Memo	Transaction description or reference	When available

Journal entry metrics

Metric	What it tells you	Notes
Entry date	When the journal entry was posted
Line amounts	Debit and credit for each line
Account	GL account for each line
Memo	Description of the entry

Item and product directory

Metric	What it tells you	Notes
Item name	Products and services in your QuickBooks
Item type	Inventory, non-inventory, or service
Active status	Whether the item is currently active

GL transactions combine all sources. The general ledger view joins transaction data with your Drivepoint account mapping, so you can filter by SmartModel category across all transaction types. This is useful for reconciling the mapped view back to individual source records.