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Add accounts to the chart of accounts

  1. Select
    Setup
     then
    Chart of Accounts
    .
  2. Select
    Add
    .
  3. Go to
    Account number
     and enter the unique number that was set up in the mask (it also shows at the top of the Chart of Accounts screen).
  4. Go to
    Description
     and enter a description of the account.
  5. Select the account type.
  6. Select the
    Classification code
     for the account (required).
  7. Select the
    Classification subcode
     for the account (optional).
  8. Mark the
    Restrict from Client Access
     checkbox if you don't want the client staff to use this account in any of their general ledger accounts.
  9. Select a
    Tax code
     and an
    M-3 code
     for the account.
  10. Go to the Account Groupings section and select the code and subcode for each account grouping.
  11. Select
    Enter
     to save the new account.

This article applies to:

  • Product: Accounting CS
  • Subject: Chart of Accounts

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