To begin click on Settings located in the bottom left corner of your GiftWorks Cloud toolbar:
Within Settings, Select the Financial and Accounting field:
Once in Financial and Accounting, you will click to Activate Accounting
Here you will go through the steps of editing, adding, or deleting Accounts. Followed by clicking 'Next' to continue:
After clicking 'Next' you will be asked to assign your Funds to Accounts.
Click "Assign Accounts", and follow prompts of selecting your Debit & Credit Accounts. Followed by clicking "Save" and "Next".
Complete the activation process by selecting a 'Start Date' for your transactions, followed by clicking "Activate Accounting"