Adding an Account to the Chart of Accounts

  1. Navigate to Accounting > GL Accounts
  2. In the menu bar, click New.
  3. On the New GL Account dialog, specify the Record Type. (For details about account types, see Setting Up Your Chart of Accounts.)
  4. If you’re creating a Header or Detail Account, select the Header Account to which the new account will be assigned.
  5. In the New GL Account fields, enter the new account number and name. 
  6. If the new account is a bank account (ex: a new checking account), mark the Bank Account flag.
  7. Click Create New Account.