Adding a GL account to the Chart of Accounts (payroll-only client)

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Choose Setup > Chart of Accounts.

    Note: Payroll CS uses GL accounts for journal entries and creating liability checks. You only need to set up accounts relevant to payroll processing. You can also transfer a Chart of Accounts from an existing client. See the Transferring client information topic.

  2. In the Chart of Accounts dialog, click the Add button.
  3. In the Number field, enter any account number that is consistent with the client's overall Chart of Accounts mask for your client.
  4. In the Type field, enter one of the following letter codes to indicate the type of general ledger account, or select it from the drop-down list:

    A =Asset

    L = Liability

    R = Revenue

    E = Expense

  5. In the Description field, enter a name or description for this general ledger account, using up to 30 characters.
  6. Click Enter to save the information, and then click Done to close the dialog.

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