Add accounts to the chart of accounts

Select Setup
then Chart of Accounts
.

Select Add
.

Go to Account number
and enter a unique account number that conforms to the mask as it was set up at

Setup
Clients
Account Mask tab

(it also shows on the

Chart of Accounts

screen).

Go to Description
and enter a description of the account.

Verify the account type. The application automatically shows the type of the account by the classification code you chose.

Select the Classification code
for the account (required).

Select the Classification subcode
for the account (optional).

Select Enter
to save the new account.

This article applies to: