Chart of Accounts setup workflow

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Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

When you add a new client to Accounting CS, there are several ways you can set up the client's Chart of Accounts.

Click to view details Click a shape that contains a link link icon icon to view relevant procedures in a new tab.


Chart of Accounts setup workflow


Related topics

Chart of Accounts overview

Workflows in Accounting CS

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