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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 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).
  4. Go to
    Description
     and enter a description of the account.
  5. Verify the account type. The application automatically shows the type of the account by the classification code you chose.
  6. Select the
    Classification code
     for the account (required).
  7. Select the
    Classification subcode
     for the account (optional).
  8. Select a
    Tax code
     and an
    M-3 code
     for the account.
  9. Go to the Account Groupings section and select the code and subcode for each account grouping.
  10. Select
    Enter
     to save the new account.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Chart of Accounts

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