Account group naming standards

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 complete words when defining account group names. Multiple-word descriptions will be treated as one continuous name. Please refer to the following examples.

Income Statement Groups Cash Flow Groups Standard Ratios Groups
Base AccountsPayable AccountsPayable
CostofSales AccountsReceivable AccountsReceivable
GainsandLosses AccruedLiabilities AccumulatedDepreciation
FederalIncomeTax AccruedPayroll Base
OperatingExpenses Cash CostofSales
OtherExpenses DepreciationandAmortization CurrentAssets
OtherIncome Dividends CurrentLiabilities
ReturnsandAllowances FixedAssets Days
Revenue GainsandLosses DepreciationExpense
Balance Sheet Groups Inventory Dividends
AccumulatedDepreciation Investing Equity
CapitalStock LongTermLiabilities FederalIncomeTax
CurrentAssets NetIncome FixedAssets
CurrentLiabilities Prepaids InterestExpense
Equity StockProceeds Inventory
FixedAssets LongTermLiabilities
LongTermLiabilities NetIncome
NetIncome QuickAssets
OtherAssets RepairsandMaint
PaidinExcess Revenue
TreasuryStock TotalAssets
TotalEquity
TotalExpenses
TotalLiabilities
Amount 01 = Outstanding Shares
Amount 02 = Stock Price

Note: Qualify an increase or decrease by amount type (Debit or Credit).

See also: Account Groups [Setup menu]

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