Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

You can set up account groups as soon as the Chart of Accounts has been created .

1. Choose Setup > Account Groups and click the Edit button.
2. In the Account Groups dialog, choose one of the predefined account group descriptions from the list of available account groups, then enter in the grid the range of accounts to include in the group.
3. Click Enter to save the record. Repeat the above steps to set up additional account groups.
4. Click Done to save the information and close the Account Groups dialog.

See also: Setting up transaction information for a GL client

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