Creating account groupings for your firm

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If you have administrative permissions, you can follow these steps to create additional account groupings for your firm.

  1. Click the Administration button in the navigation pane and then click the Account Groupings button.
  2. Click the Account Groupings tab.
  3. Click the Add Account Grouping Add Account Grouping button button in the Account Groupings ribbon.
  4. In the Add dialog, enter a name for the new account grouping.
  5. Optional: Click the Disable checkbox if you want to exclude the new account grouping from lists that appear in the Trial Balance tab of the workspace. You can change this setting at any time.

    Note: You can change this setting at any time by clicking the Properties button in the Account Groupings tab and marking or clearing this checkbox in the Account Grouping Properties dialog.

  6. Click OK.

Related topic: Managing account groupings for your firm

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