Chart of Accounts screen

Alerts and notices

Use the Chart of Accounts screen to add, modify, or delete accounts in the client's chart of accounts.

Choose Setup > Chart of Accounts.

Note: You can add accounts on the fly by entering a unique account number in any account field and then pressing TAB to move to the next field. When you enter an account that does not yet exist, the application prompts you to add the account; choose Yes at the prompt to open the Chart of Accounts screen.

See also: Adding accounts to the chart of accounts

Fields & buttons


In the Identification section, enter basic information about the account.