Adding an Account to the Chart of Accounts

You can add new accounts to your chart of accounts (COA) at any time. When you need to create a new bank account, simply flag the account accordingly. 

Note: For details about account types, please read Setting Up Your Chart of Accounts.

  1. Navigate from Main Menu > Accounting > GL Accounts
  2. At the GL Accounts list view, click New.
  3. On the New GL Account dialog, specify the Record Type.
  4. For new header or detail accounts, select the relevant Header Account.
  5. Enter the new account number and name in the New GL Account fields.
  6. If the new account is a bank account (e.g. a new checking account), mark the Bank Account flag.
  7. Click Create New Account.