Adding accounts to the chart of accounts

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If you are licensed only for Accounting CS Payroll and not accounting services, use the Setup > Chart of Accounts screen to add accounts to the chart of accounts.

  1. Choose Setup > Chart of Accounts, and click the Add button.
  2. In the Chart of Accounts screen, enter a unique account number.
  3. Add a description for this account in the Description field.
  4. Select the appropriate account type.
  5. Click the Enter button to save the new account.

Notes

  • You can add new accounts on the fly. If you attempt to use an account that does not yet exist (when you're entering transactions, for example), the application prompts you to add the account. If you choose to do so, the Chart of Accounts screen opens to allow you to add the account.
  • You can mark the Inactive checkbox next to the Description field to make the selected account inactive. Inactive accounts are filtered from all account drop-down lists throughout the application, so they are not available for selection. To include inactive accounts in the Accounts list frame in the Setup > Chart of Accounts screen, mark the Include inactive checkbox in the upper-right corner of the screen.

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