Chart of Accounts - Create Account

Created by Al Ceric, Modified on Sun, May 19 at 12:25 PM by Al Ceric

1. To create Chart of Account, go to Accounting section on the left hand side menu and select Chart of Accounts, from there click on the +Add button.


2. You will be prompted with a popup screen from where you'll be able to add your Chart of Account


3. You can select your Account Type from the drop down menu you want your Chart of Accounts to be associated with.


4. Or you can add another type of account simply by clicking on the option cog which will redirect you inside the company settings from where you'll be able to add your Account type.


5. Inside the Account Type, simply click on the +Add Type and fill in the information about your Account Type you wish to have in your Chart of Accounts and click on the blue checkmark


6.  Enter you Account Code, Account Name, enter the Description and click on the Add Account


Success, you've added your Chart of Account.

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