Add a chart to a chart of accounts

You can add a chart for the general ledger or create different charts for different systems.

Select Company Info
, then Accounts
.

Select Add Chart
.

Enter a Name
for the chart.

Checkmark Master Chart
to make this chart a main chart, or leave blank to keep this chart as a source chart.

Select Save
. A

Success

window displays.

Select Add Details
to go to the

Accounts

screen. You can add or import an account or add comments.

Select Add Another
. This enables you to add another chart.

Select Finished
if you don't need to add details or add another chart. This takes you back to the Charts of Accounts
tab.

This article applies to: