Chart of Accounts setup

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Chart of Accounts dialog to add a new general ledger account, to change the type or description of a general ledger account, or to delete an account. The client's Chart of Accounts information is stored in numeric order, by GL account number.

Please complete all steps that apply to the modules for which you are licensed and that you want to use for processing the selected client.

Mask examples Change Chart of Accounts mask Adding a GL account


  • Changing the Chart of Accounts mask after initial setup is not recommended. Therefore, when defining a client's Chart of Accounts mask, you should allow for the growth of the client's business. This will help minimize the need to modify the Chart of Accounts in the future.
  • For a payroll-only client, you can set up Locations and Departments by choosing Change Chart of Accounts Mask from the F3 or right-click context menu in the Chart of Accounts dialog.

Related topics

Chart of Accounts mask special information and examples

Setting up a new Payroll CS client

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