Summary 

1. From the Main Menu, click Chart of Accounts under the Company heading.
2. Look for a "click here" link near the upper-right corner of the page. Click it.
3. Enter an Account ID and Account Name for the new account.
4. Select the Type/Function of the account. This defines what the account will be used for.
5. Using the Normal Account Balances chart as a guide, select DR or CR as the normal balance for the account.
6. Click Create Account.

If no errors were encountered, you will receive a confirmation message. If the Account ID you entered is already in use by another account, you will need to choose a different one.

Note: You cannot edit or delete accounts with balances other than zero.

1. From the Main Menu, click Chart of Accounts under the Company heading.
2. Click on the name of the account to edit or delete.
3. To edit the account, make any desired changes. To delete the account, check the Delete Account checkbox.
4. Click Save Changes.

Deleting an Account

Note: You cannot edit or delete accounts with balances other than zero.

1. From the Main Menu, click Chart of Accounts under the Company heading.
2. Click on the name of the account to edit or delete.
3. To edit the account, make any desired changes. To delete the account, check the Delete Account checkbox.
4. Click Save Changes.

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