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Chart of accounts

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
    Classification code
     for the account (required).
  6. Select the
    Classification subcode
     for the account (optional).
    The options for classification codes and subcodes are what you set up on the Account Groupings screen.
  7. Select a
    Tax code
     and an
    M-3 code
     for the account.
  8. Go to the Account Groupings section and select the code and subcode for each account grouping.
  9. Select
    Enter
     to save the new account.
If you try to use an account that doesn't exist (for example, when you're entering transactions), you can add one at that time. You'll be prompted to add a new account and, if you choose to do so, the Chart of Accounts screen opens so you can add the account.

This article applies to:

  • Product: Workpapers CS
  • Subject: Chart of Accounts

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