Creating an Account

Summary | Comprehensive

  1. From the Main Menu, click Chart of Accounts under the Company heading.
  2. Click Create Account.
  3. Enter an Account ID and Account Name for the new account.
  4. Enter or search for an Account Type. This defines what function the account will have.
  5. Click OK.

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.

See Also
Editing an account, Deleting an account


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